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 | $65,427 | $110,257-40.7% | $96,544-32.2% | $139,434-53.1% |
| Participation rate | 95.2% | 78.1%+17.1pp | 76.0%+19.3pp | 80.3%+14.9pp |
| Annual return | 14.54% | 26.32%-11.8pp | 25.84%-11.3pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,450 | $3,620-32.3% | $2,965-17.4% | $4,751-48.4% |
| Participant deferral / active EE | $3,087 | $5,548-44.4% | $4,851-36.4% | $6,710-54.0% |
| Admin fee / account holder | $7,554 | $11,591-34.8% | $8,252-8.5% | $11,403-33.8% |