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 | $63,010 | $884,045-92.9% | $453,369-86.1% | $167,490-62.4% |
| Participation rate | 88.2% | 81.6%+6.7pp | 78.0%+10.2pp | 82.1%+6.1pp |
| Annual return | 11.26% | 29.49%-18.2pp | 64.40%-53.1pp | 478.56%-467.3pp |
| Employer contribution / active EE | $3,083 | $5,538-44.3% | $4,070-24.2% | $4,837-36.3% |
| Participant deferral / active EE | $6,116 | $7,898-22.6% | $6,209-1.5% | $6,341-3.6% |
| Admin fee / account holder | $4,967 | $22,063-77.5% | $11,209-55.7% | $12,309-59.6% |