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 | $66,981 | $87,013-23.0% | $106,213-36.9% | $80,856-17.2% |
| Participation rate | 97.5% | 70.4%+27.1pp | 75.3%+22.2pp | 67.6%+29.9pp |
| Annual return | 10.30% | 17.05%-6.7pp | 116.14%-105.8pp | 35.59%-25.3pp |
| Employer contribution / active EE | $3,833 | $2,395+60.0% | $3,171+20.9% | $2,755+39.1% |
| Participant deferral / active EE | $5,942 | $3,986+49.1% | $5,016+18.5% | $4,296+38.3% |
| Admin fee / account holder | $25,518 | $8,431+202.6% | $11,033+131.3% | $6,918+268.9% |