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 | $68,899 | $63,355+8.8% | $91,989-25.1% | $72,985-5.6% |
| Participation rate | 93.5% | 72.5%+21.0pp | 78.6%+14.9pp | 69.5%+24.1pp |
| Annual return | 23.32% | 35.35%-12.0pp | 69.02%-45.7pp | 81.00%-57.7pp |
| Employer contribution / active EE | $3,795 | $2,116+79.4% | $3,452+9.9% | $2,440+55.5% |
| Participant deferral / active EE | $8,902 | $4,883+82.3% | $5,923+50.3% | $3,607+146.8% |
| Admin fee / account holder | $7,176 | $4,668+53.7% | $7,743-7.3% | $5,124+40.0% |