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 | $67,302 | $109,881-38.8% | $150,045-55.1% | $84,808-20.6% |
| Participation rate | 71.2% | 76.1%-4.9pp | 82.3%-11.1pp | 68.3%+2.9pp |
| Annual return | 22.90% | 28.25%-5.3pp | 62.55%-39.6pp | 40.90%-18.0pp |
| Employer contribution / active EE | $3,157 | $3,561-11.3% | $4,693-32.7% | $2,631+20.0% |
| Participant deferral / active EE | $7,873 | $6,636+18.6% | $7,997-1.5% | $4,212+86.9% |
| Admin fee / account holder | $3,763 | $8,568-56.1% | $13,435-72.0% | $7,344-48.8% |