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 | $69,757 | $109,413-36.2% | $156,263-55.4% | $84,808-17.7% |
| Participation rate | 92.0% | 72.7%+19.3pp | 78.9%+13.1pp | 68.3%+23.7pp |
| Annual return | 20.78% | 20.18%+0.6pp | 59.47%-38.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,179 | $2,907-59.4% | $4,333-72.8% | $2,631-55.2% |
| Participant deferral / active EE | $8,162 | $4,590+77.8% | $6,158+32.5% | $4,212+93.8% |
| Admin fee / account holder | $3,634 | $9,357-61.2% | $14,255-74.5% | $7,344-50.5% |