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 | $59,105 | $74,927-21.1% | $101,794-41.9% | $84,808-30.3% |
| Participation rate | 95.0% | 61.4%+33.6pp | 69.2%+25.8pp | 68.3%+26.7pp |
| Annual return | 16.85% | 18.70%-1.9pp | 30.53%-13.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $5,028 | $1,522+230.4% | $2,289+119.7% | $2,631+91.1% |
| Participant deferral / active EE | $9,419 | $3,099+203.9% | $4,084+130.6% | $4,212+123.6% |
| Admin fee / account holder | $11,063 | $6,514+69.8% | $8,777+26.0% | $7,344+50.6% |