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 | $66,040 | $148,978-55.7% | $200,582-67.1% | $84,808-22.1% |
| Participation rate | 84.1% | 84.2%-0.2pp | 86.9%-2.8pp | 68.3%+15.7pp |
| Annual return | 16.42% | 28.16%-11.7pp | 42.33%-25.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,202 | $4,815-54.3% | $6,419-65.7% | $2,631-16.3% |
| Participant deferral / active EE | $8,770 | $7,142+22.8% | $9,331-6.0% | $4,212+108.2% |
| Admin fee / account holder | $1,574 | $13,977-88.7% | $16,305-90.3% | $7,344-78.6% |