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 | $64,777 | $110,261-41.3% | $95,745-32.3% | $139,434-53.5% |
| Participation rate | 87.5% | 75.8%+11.7pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 12.15% | 27.11%-15.0pp | 28.35%-16.2pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,788 | $3,257-45.1% | $2,835-36.9% | $4,751-62.4% |
| Participant deferral / active EE | $5,727 | $4,676+22.5% | $4,245+34.9% | $6,710-14.7% |
| Admin fee / account holder | $4,428 | $6,613-33.0% | $5,678-22.0% | $11,403-61.2% |