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 | $62,704 | $81,947-23.5% | $105,387-40.5% | $72,985-14.1% |
| Participation rate | 78.3% | 76.5%+1.7pp | 82.6%-4.3pp | 69.5%+8.8pp |
| Annual return | 19.81% | 42.90%-23.1pp | 26.82%-7.0pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,817 | $3,468-47.6% | $4,213-56.9% | $2,440-25.5% |
| Participant deferral / active EE | $7,780 | $4,494+73.1% | $5,502+41.4% | $3,607+115.7% |
| Admin fee / account holder | $10,234 | $6,258+63.5% | $6,559+56.0% | $5,124+99.7% |