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 | $62,639 | $123,793-49.4% | $177,821-64.8% | $79,858-21.6% |
| Participation rate | 95.3% | 84.7%+10.7pp | 87.7%+7.6pp | 69.6%+25.7pp |
| Annual return | 14.83% | 22.82%-8.0pp | 48.32%-33.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $3,201 | $4,095-21.8% | $5,918-45.9% | $2,471+29.5% |
| Participant deferral / active EE | $5,214 | $5,956-12.5% | $7,714-32.4% | $3,740+39.4% |
| Admin fee / account holder | $1,268 | $7,243-82.5% | $12,427-89.8% | $5,306-76.1% |