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 | $62,438 | $80,717-22.6% | $154,803-59.7% | $84,808-26.4% |
| Participation rate | 91.2% | 66.8%+24.4pp | 78.1%+13.1pp | 68.3%+22.9pp |
| Annual return | 16.94% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,169 | $2,761+51.0% | $4,305-3.2% | $2,631+58.5% |
| Participant deferral / active EE | $5,996 | $3,303+81.5% | $5,540+8.2% | $4,212+42.4% |
| Admin fee / account holder | $3,692 | $6,746-45.3% | $14,329-74.2% | $7,344-49.7% |