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 | $62,144 | $93,571-33.6% | $135,903-54.3% | $75,163-17.3% |
| Participation rate | 73.2% | 75.2%-2.0pp | 81.9%-8.7pp | 67.2%+6.0pp |
| Annual return | 38.73% | 30.90%+7.8pp | 68.23%-29.5pp | 160.62%-121.9pp |
| Employer contribution / active EE | $4,039 | $3,537+14.2% | $4,856-16.8% | $2,670+51.3% |
| Participant deferral / active EE | $9,797 | $6,404+53.0% | $7,758+26.3% | $4,125+137.5% |
| Admin fee / account holder | $2,025 | $6,975-71.0% | $10,762-81.2% | $5,651-64.2% |