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 | $67,994 | $72,012-5.6% | $185,823-63.4% | $79,858-14.9% |
| Participation rate | 97.3% | 65.8%+31.5pp | 78.0%+19.3pp | 69.6%+27.7pp |
| Annual return | 16.99% | 23.12%-6.1pp | 35.95%-19.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,659 | $1,965+35.3% | $4,087-34.9% | $2,471+7.6% |
| Participant deferral / active EE | $3,736 | $3,779-1.1% | $5,632-33.7% | $3,740-0.1% |
| Admin fee / account holder | $5,376 | $4,513+19.1% | $9,500-43.4% | $5,306+1.3% |