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 | $65,077 | $109,881-40.8% | $150,045-56.6% | $84,808-23.3% |
| Participation rate | 89.1% | 76.1%+13.0pp | 82.3%+6.8pp | 68.3%+20.8pp |
| Annual return | 26.44% | 28.25%-1.8pp | 62.55%-36.1pp | 40.90%-14.5pp |
| Employer contribution / active EE | $2,939 | $3,561-17.5% | $4,693-37.4% | $2,631+11.7% |
| Participant deferral / active EE | $6,771 | $6,636+2.0% | $7,997-15.3% | $4,212+60.8% |
| Admin fee / account holder | $10,798 | $8,568+26.0% | $13,435-19.6% | $7,344+47.0% |