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 | $58,584 | $176,812-66.9% | $146,665-60.1% | $167,490-65.0% |
| Participation rate | 95.2% | 83.6%+11.6pp | 80.1%+15.2pp | 82.1%+13.1pp |
| Annual return | 12.06% | 24.03%-12.0pp | 22.74%-10.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $3,489 | $5,160-32.4% | $4,136-15.6% | $4,837-27.9% |
| Participant deferral / active EE | $3,665 | $6,440-43.1% | $5,506-33.4% | $6,341-42.2% |
| Admin fee / account holder | $10,010 | $13,259-24.5% | $10,280-2.6% | $12,309-18.7% |