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 | $69,729 | $81,460-14.4% | $103,333-32.5% | $80,856-13.8% |
| Participation rate | 85.4% | 66.8%+18.5pp | 74.5%+10.9pp | 67.6%+17.7pp |
| Annual return | 13.22% | 25.55%-12.3pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,876 | $3,105-39.6% | $3,868-51.5% | $2,755-31.9% |
| Participant deferral / active EE | $5,364 | $3,869+38.7% | $5,057+6.1% | $4,296+24.9% |
| Admin fee / account holder | $7,165 | $6,566+9.1% | $8,355-14.2% | $6,918+3.6% |