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 | $65,686 | $60,022+9.4% | $88,946-26.2% | $84,808-22.5% |
| Participation rate | 75.0% | 57.8%+17.2pp | 68.8%+6.2pp | 68.3%+6.7pp |
| Annual return | 14.49% | 22.43%-7.9pp | 57.82%-43.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,933 | $1,703+13.5% | $2,555-24.4% | $2,631-26.5% |
| Participant deferral / active EE | $7,503 | $3,114+141.0% | $4,581+63.8% | $4,212+78.2% |
| Admin fee / account holder | $4,804 | $4,811-0.1% | $8,261-41.8% | $7,344-34.6% |