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 | $69,889 | $81,248-14.0% | $155,509-55.1% | $80,856-13.6% |
| Participation rate | 96.7% | 66.2%+30.4pp | 78.2%+18.5pp | 67.6%+29.0pp |
| Annual return | 13.47% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $5,742 | $3,100+85.2% | $4,672+22.9% | $2,755+108.4% |
| Participant deferral / active EE | $7,834 | $3,452+127.0% | $5,626+39.2% | $4,296+82.4% |
| Admin fee / account holder | $2,962 | $7,997-63.0% | $15,912-81.4% | $6,918-57.2% |