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 | $69,370 | $109,881-36.9% | $150,045-53.8% | $84,808-18.2% |
| Participation rate | 73.1% | 76.1%-3.0pp | 82.3%-9.2pp | 68.3%+4.8pp |
| Annual return | 18.81% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,435 | $3,561-3.5% | $4,693-26.8% | $2,631+30.6% |
| Participant deferral / active EE | $7,708 | $6,636+16.2% | $7,997-3.6% | $4,212+83.0% |
| Admin fee / account holder | $1,691 | $8,568-80.3% | $13,435-87.4% | $7,344-77.0% |