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 | $60,271 | $109,413-44.9% | $156,263-61.4% | $84,808-28.9% |
| Participation rate | 93.1% | 72.7%+20.4pp | 78.9%+14.2pp | 68.3%+24.8pp |
| Annual return | 18.22% | 20.18%-2.0pp | 59.47%-41.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,448 | $2,907+18.6% | $4,333-20.4% | $2,631+31.1% |
| Participant deferral / active EE | $7,299 | $4,590+59.0% | $6,158+18.5% | $4,212+73.3% |
| Admin fee / account holder | $3,001 | $9,357-67.9% | $14,255-78.9% | $7,344-59.1% |