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 | $70,412 | $72,492-2.9% | $87,100-19.2% | $72,985-3.5% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.9%+15.7pp | 69.5%+23.1pp |
| Annual return | 49.65% | 24.46%+25.2pp | 28.19%+21.5pp | 81.00%-31.4pp |
| Employer contribution / active EE | $1,962 | $1,894+3.6% | $2,521-22.2% | $2,440-19.6% |
| Participant deferral / active EE | $4,950 | $3,270+51.4% | $4,049+22.3% | $3,607+37.2% |
| Admin fee / account holder | $1,062 | $5,055-79.0% | $7,497-85.8% | $5,124-79.3% |