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 | $63,355 | $77,899-18.7% | $149,673-57.7% | $75,163-15.7% |
| Participation rate | 95.3% | 65.6%+29.8pp | 78.8%+16.6pp | 67.2%+28.2pp |
| Annual return | 13.63% | 31.72%-18.1pp | 134.42%-120.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,732 | $3,137-12.9% | $4,818-43.3% | $2,670+2.3% |
| Participant deferral / active EE | $3,865 | $3,411+13.3% | $5,680-32.0% | $4,125-6.3% |
| Admin fee / account holder | $4,444 | $5,956-25.4% | $13,210-66.4% | $5,651-21.4% |