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 | $65,619 | $78,672-16.6% | $109,143-39.9% | $85,850-23.6% |
| Participation rate | 83.8% | 68.3%+15.5pp | 75.9%+7.9pp | 69.3%+14.5pp |
| Annual return | 16.86% | 25.09%-8.2pp | 25.75%-8.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $2,616 | $2,735-4.3% | $3,722-29.7% | $2,565+2.0% |
| Participant deferral / active EE | $3,362 | $3,467-3.0% | $4,653-27.7% | $3,952-14.9% |
| Admin fee / account holder | $10,467 | $5,469+91.4% | $6,752+55.0% | $6,260+67.2% |