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 | $76,273 | $72,277+5.5% | $101,248-24.7% | $79,858-4.5% |
| Participation rate | 87.2% | 68.5%+18.7pp | 75.8%+11.4pp | 69.6%+17.5pp |
| Annual return | 14.01% | 22.30%-8.3pp | 46.47%-32.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,843 | $2,692-31.5% | $3,660-49.6% | $2,471-25.4% |
| Participant deferral / active EE | $5,049 | $3,282+53.8% | $4,370+15.5% | $3,740+35.0% |
| Admin fee / account holder | $1,912 | $4,400-56.6% | $5,945-67.8% | $5,306-64.0% |