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 | $69,869 | $109,413-36.1% | $156,263-55.3% | $84,808-17.6% |
| Participation rate | 76.5% | 72.7%+3.8pp | 78.9%-2.4pp | 68.3%+8.2pp |
| Annual return | 16.53% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,843 | $2,907-36.6% | $4,333-57.5% | $2,631-29.9% |
| Participant deferral / active EE | $5,673 | $4,590+23.6% | $6,158-7.9% | $4,212+34.7% |
| Admin fee / account holder | $20,421 | $9,357+118.2% | $14,255+43.3% | $7,344+178.1% |