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 | $68,975 | $163,101-57.7% | $136,749-49.6% | $142,382-51.6% |
| Participation rate | 92.3% | 78.2%+14.1pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 15.13% | 27.54%-12.4pp | 24.33%-9.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,910 | $4,117-5.0% | $3,400+15.0% | $4,299-9.1% |
| Participant deferral / active EE | $5,774 | $5,585+3.4% | $4,692+23.1% | $6,507-11.3% |
| Admin fee / account holder | $7,866 | $14,318-45.1% | $11,386-30.9% | $12,624-37.7% |