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 | $72,444 | $81,460-11.1% | $103,333-29.9% | $80,856-10.4% |
| Participation rate | 96.0% | 66.8%+29.2pp | 74.5%+21.5pp | 67.6%+28.4pp |
| Annual return | 19.68% | 25.55%-5.9pp | 24.88%-5.2pp | 35.59%-15.9pp |
| Employer contribution / active EE | $4,155 | $3,105+33.8% | $3,868+7.4% | $2,755+50.8% |
| Participant deferral / active EE | $9,106 | $3,869+135.4% | $5,057+80.1% | $4,296+112.0% |
| Admin fee / account holder | $5,955 | $6,566-9.3% | $8,355-28.7% | $6,918-13.9% |