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 | $73,597 | $72,277+1.8% | $101,248-27.3% | $79,858-7.8% |
| Participation rate | 84.8% | 68.5%+16.4pp | 75.8%+9.0pp | 69.6%+15.2pp |
| Annual return | 23.57% | 22.30%+1.3pp | 46.47%-22.9pp | 31.71%-8.1pp |
| Employer contribution / active EE | $4,527 | $2,692+68.2% | $3,660+23.7% | $2,471+83.2% |
| Participant deferral / active EE | $4,327 | $3,282+31.9% | $4,370-1.0% | $3,740+15.7% |
| Admin fee / account holder | $4,497 | $4,400+2.2% | $5,945-24.4% | $5,306-15.3% |