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 | $73,524 | $74,927-1.9% | $101,794-27.8% | $84,808-13.3% |
| Participation rate | 79.4% | 61.4%+18.0pp | 69.2%+10.2pp | 68.3%+11.1pp |
| Annual return | 13.33% | 18.70%-5.4pp | 30.53%-17.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $676 | $1,522-55.5% | $2,289-70.4% | $2,631-74.3% |
| Participant deferral / active EE | $4,616 | $3,099+48.9% | $4,084+13.0% | $4,212+9.6% |
| Admin fee / account holder | $1,550 | $6,514-76.2% | $8,777-82.3% | $7,344-78.9% |