See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,711 | $93,571-39.4% | $135,903-58.3% | $75,163-24.5% |
| Participation rate | 81.6% | 75.2%+6.5pp | 81.9%-0.3pp | 67.2%+14.4pp |
| Annual return | 20.46% | 30.90%-10.4pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $2,345 | $3,537-33.7% | $4,856-51.7% | $2,670-12.1% |
| Participant deferral / active EE | $8,675 | $6,404+35.5% | $7,758+11.8% | $4,125+110.3% |
| Admin fee / account holder | $3,671 | $6,975-47.4% | $10,762-65.9% | $5,651-35.0% |