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 | $61,951 | $76,367-18.9% | $93,606-33.8% | $72,985-15.1% |
| Participation rate | 86.4% | 71.7%+14.6pp | 75.8%+10.5pp | 69.5%+16.9pp |
| Annual return | 17.14% | 25.82%-8.7pp | 32.76%-15.6pp | 81.00%-63.9pp |
| Employer contribution / active EE | $2,394 | $2,275+5.2% | $2,718-11.9% | $2,440-1.9% |
| Participant deferral / active EE | $2,321 | $3,538-34.4% | $4,069-43.0% | $3,607-35.7% |
| Admin fee / account holder | $3,693 | $6,838-46.0% | $7,888-53.2% | $5,124-27.9% |