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 | $68,167 | $58,523+16.5% | $99,443-31.5% | $72,985-6.6% |
| Participation rate | 71.1% | 64.6%+6.4pp | 73.8%-2.8pp | 69.5%+1.6pp |
| Annual return | 17.66% | 28.51%-10.9pp | 30.72%-13.1pp | 81.00%-63.3pp |
| Employer contribution / active EE | $466 | $1,512-69.2% | $2,540-81.7% | $2,440-80.9% |
| Participant deferral / active EE | $2,766 | $2,606+6.2% | $3,619-23.6% | $3,607-23.3% |
| Admin fee / account holder | $7,153 | $4,102+74.4% | $6,250+14.4% | $5,124+39.6% |