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 | $97,506 | $176,812-44.9% | $146,665-33.5% | $167,490-41.8% |
| Participation rate | 95.8% | 83.6%+12.2pp | 80.1%+15.8pp | 82.1%+13.7pp |
| Annual return | 11.91% | 24.03%-12.1pp | 22.74%-10.8pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,440 | $5,160-52.7% | $4,136-41.0% | $4,837-49.6% |
| Participant deferral / active EE | $4,470 | $6,440-30.6% | $5,506-18.8% | $6,341-29.5% |
| Admin fee / account holder | $32,779 | $13,259+147.2% | $10,280+218.9% | $12,309+166.3% |