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 | $67,044 | $100,326-33.2% | $180,183-62.8% | $84,808-20.9% |
| Participation rate | 76.2% | 71.0%+5.2pp | 77.4%-1.2pp | 68.3%+7.9pp |
| Annual return | 15.24% | 17.86%-2.6pp | 27.86%-12.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $5,143 | $3,269+57.3% | $5,039+2.1% | $2,631+95.5% |
| Participant deferral / active EE | $7,939 | $5,066+56.7% | $6,822+16.4% | $4,212+88.5% |
| Admin fee / account holder | $6,339 | $9,674-34.5% | $19,975-68.3% | $7,344-13.7% |