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 | $70,678 | $81,460-13.2% | $103,333-31.6% | $80,856-12.6% |
| Participation rate | 90.7% | 66.8%+23.9pp | 74.5%+16.2pp | 67.6%+23.1pp |
| Annual return | 20.02% | 25.55%-5.5pp | 24.88%-4.9pp | 35.59%-15.6pp |
| Employer contribution / active EE | $2,390 | $3,105-23.0% | $3,868-38.2% | $2,755-13.2% |
| Participant deferral / active EE | $4,008 | $3,869+3.6% | $5,057-20.7% | $4,296-6.7% |
| Admin fee / account holder | $5,278 | $6,566-19.6% | $8,355-36.8% | $6,918-23.7% |