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 | $66,390 | $148,978-55.4% | $200,582-66.9% | $84,808-21.7% |
| Participation rate | 76.3% | 84.2%-8.0pp | 86.9%-10.6pp | 68.3%+8.0pp |
| Annual return | 17.51% | 28.16%-10.7pp | 42.33%-24.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,093 | $4,815-56.5% | $6,419-67.4% | $2,631-20.5% |
| Participant deferral / active EE | $7,273 | $7,142+1.8% | $9,331-22.1% | $4,212+72.7% |
| Admin fee / account holder | $5,846 | $13,977-58.2% | $16,305-64.1% | $7,344-20.4% |