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 | $71,878 | $78,926-8.9% | $136,749-47.4% | $84,808-15.2% |
| Participation rate | 95.2% | 62.2%+33.0pp | 72.1%+23.0pp | 68.3%+26.9pp |
| Annual return | 13.82% | 18.17%-4.3pp | 24.33%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $4,039 | $2,134+89.3% | $3,400+18.8% | $2,631+53.5% |
| Participant deferral / active EE | $1,359 | $3,168-57.1% | $4,692-71.0% | $4,212-67.7% |
| Admin fee / account holder | $5,383 | $6,369-15.5% | $11,386-52.7% | $7,344-26.7% |