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 | $59,489 | $93,571-36.4% | $135,903-56.2% | $75,163-20.9% |
| Participation rate | 89.5% | 75.2%+14.3pp | 81.9%+7.6pp | 67.2%+22.3pp |
| Annual return | 17.08% | 30.90%-13.8pp | 68.23%-51.2pp | 160.62%-143.5pp |
| Employer contribution / active EE | $4,288 | $3,537+21.3% | $4,856-11.7% | $2,670+60.6% |
| Participant deferral / active EE | $10,336 | $6,404+61.4% | $7,758+33.2% | $4,125+150.6% |
| Admin fee / account holder | $2,716 | $6,975-61.1% | $10,762-74.8% | $5,651-51.9% |