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 | $64,791 | $58,851+10.1% | $115,157-43.7% | $72,985-11.2% |
| Participation rate | 80.6% | 65.5%+15.0pp | 75.9%+4.7pp | 69.5%+11.1pp |
| Annual return | 25.76% | 23.16%+2.6pp | 35.60%-9.8pp | 81.00%-55.2pp |
| Employer contribution / active EE | $1,074 | $1,798-40.3% | $3,179-66.2% | $2,440-56.0% |
| Participant deferral / active EE | $5,019 | $2,643+89.9% | $4,168+20.4% | $3,607+39.1% |
| Admin fee / account holder | $659 | $6,370-89.7% | $7,088-90.7% | $5,124-87.1% |