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 | $74,973 | $74,927+0.1% | $101,794-26.3% | $84,808-11.6% |
| Participation rate | 70.3% | 61.4%+8.9pp | 69.2%+1.1pp | 68.3%+2.0pp |
| Annual return | 15.48% | 18.70%-3.2pp | 30.53%-15.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,317 | $1,522+52.3% | $2,289+1.2% | $2,631-11.9% |
| Participant deferral / active EE | $4,934 | $3,099+59.2% | $4,084+20.8% | $4,212+17.1% |
| Admin fee / account holder | $8,963 | $6,514+37.6% | $8,777+2.1% | $7,344+22.0% |