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 | $66,553 | $81,248-18.1% | $155,509-57.2% | $80,856-17.7% |
| Participation rate | 81.1% | 66.2%+14.9pp | 78.2%+2.9pp | 67.6%+13.4pp |
| Annual return | 20.74% | 33.31%-12.6pp | 64.67%-43.9pp | 35.59%-14.9pp |
| Employer contribution / active EE | $3,945 | $3,100+27.3% | $4,672-15.6% | $2,755+43.2% |
| Participant deferral / active EE | $5,487 | $3,452+59.0% | $5,626-2.5% | $4,296+27.7% |
| Admin fee / account holder | $2,325 | $7,997-70.9% | $15,912-85.4% | $6,918-66.4% |