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 | $59,079 | $81,460-27.5% | $103,333-42.8% | $80,856-26.9% |
| Participation rate | 91.1% | 66.8%+24.2pp | 74.5%+16.6pp | 67.6%+23.4pp |
| Annual return | 18.92% | 25.55%-6.6pp | 24.88%-6.0pp | 35.59%-16.7pp |
| Employer contribution / active EE | $5,393 | $3,105+73.7% | $3,868+39.4% | $2,755+95.8% |
| Participant deferral / active EE | $4,210 | $3,869+8.8% | $5,057-16.8% | $4,296-2.0% |
| Admin fee / account holder | $1,360 | $6,566-79.3% | $8,355-83.7% | $6,918-80.3% |