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 | $67,424 | $86,929-22.4% | $102,423-34.2% | $80,856-16.6% |
| Participation rate | 70.6% | 72.4%-1.8pp | 76.5%-5.9pp | 67.6%+3.0pp |
| Annual return | 23.15% | 18.88%+4.3pp | 29.32%-6.2pp | 35.59%-12.4pp |
| Employer contribution / active EE | $1,471 | $2,369-37.9% | $3,023-51.4% | $2,755-46.6% |
| Participant deferral / active EE | $4,077 | $4,118-1.0% | $5,053-19.3% | $4,296-5.1% |
| Admin fee / account holder | $12,063 | $8,049+49.9% | $9,451+27.6% | $6,918+74.4% |