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 | $60,571 | $95,266-36.4% | $82,389-26.5% | $142,382-57.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 11.23% | 25.74%-14.5pp | 28.67%-17.4pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,116 | $2,991-29.3% | $2,517-15.9% | $4,299-50.8% |
| Participant deferral / active EE | $4,319 | $4,809-10.2% | $4,155+3.9% | $6,507-33.6% |
| Admin fee / account holder | $10,510 | $8,563+22.7% | $7,231+45.3% | $12,624-16.7% |