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 | $69,356 | $60,022+15.5% | $88,946-22.0% | $84,808-18.2% |
| Participation rate | 71.7% | 57.8%+13.9pp | 68.8%+2.9pp | 68.3%+3.4pp |
| Annual return | 20.09% | 22.43%-2.3pp | 57.82%-37.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,566 | $1,703+50.7% | $2,555+0.4% | $2,631-2.5% |
| Participant deferral / active EE | $4,461 | $3,114+43.3% | $4,581-2.6% | $4,212+5.9% |
| Admin fee / account holder | $2,505 | $4,811-47.9% | $8,261-69.7% | $7,344-65.9% |