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 | $72,311 | $86,286-16.2% | $111,297-35.0% | $85,850-15.8% |
| Participation rate | 98.1% | 73.3%+24.7pp | 77.3%+20.8pp | 69.3%+28.8pp |
| Annual return | 14.13% | 19.99%-5.9pp | 54.65%-40.5pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,960 | $2,043-4.1% | $2,731-28.2% | $2,565-23.6% |
| Participant deferral / active EE | $4,280 | $3,641+17.6% | $4,487-4.6% | $3,952+8.3% |
| Admin fee / account holder | $7,402 | $8,188-9.6% | $7,964-7.1% | $6,260+18.2% |