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 | $76,484 | $45,035+69.8% | $62,995+21.4% | $70,131+9.1% |
| Participation rate | 72.6% | 69.5%+3.1pp | 74.8%-2.2pp | 69.5%+3.0pp |
| Annual return | 16.22% | 18.76%-2.5pp | 87.57%-71.3pp | 73.14%-56.9pp |
| Employer contribution / active EE | $836 | $2,051-59.2% | $2,759-69.7% | $2,342-64.3% |
| Participant deferral / active EE | $2,161 | $2,465-12.3% | $3,329-35.1% | $3,332-35.1% |
| Admin fee / account holder | $8,260 | $2,834+191.4% | $3,600+129.4% | $4,645+77.8% |