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 | $67,747 | $93,571-27.6% | $135,903-50.2% | $75,163-9.9% |
| Participation rate | 89.1% | 75.2%+13.9pp | 81.9%+7.2pp | 67.2%+21.9pp |
| Annual return | 29.86% | 30.90%-1.0pp | 68.23%-38.4pp | 160.62%-130.8pp |
| Employer contribution / active EE | $3,696 | $3,537+4.5% | $4,856-23.9% | $2,670+38.4% |
| Participant deferral / active EE | $9,671 | $6,404+51.0% | $7,758+24.7% | $4,125+134.4% |
| Admin fee / account holder | $2,290 | $6,975-67.2% | $10,762-78.7% | $5,651-59.5% |