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 | $73,056 | $86,929-16.0% | $102,423-28.7% | $80,856-9.6% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 18.49% | 18.88%-0.4pp | 29.32%-10.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,199 | $2,369-49.4% | $3,023-60.3% | $2,755-56.5% |
| Participant deferral / active EE | $4,957 | $4,118+20.4% | $5,053-1.9% | $4,296+15.4% |
| Admin fee / account holder | $2,854 | $8,049-64.5% | $9,451-69.8% | $6,918-58.7% |