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 | $67,517 | $66,402+1.7% | $109,895-38.6% | $85,850-21.4% |
| Participation rate | 96.7% | 63.9%+32.8pp | 74.2%+22.4pp | 69.3%+27.4pp |
| Annual return | 18.85% | 19.59%-0.7pp | 29.45%-10.6pp | 318.53%-299.7pp |
| Employer contribution / active EE | $2,195 | $1,687+30.1% | $2,842-22.8% | $2,565-14.4% |
| Participant deferral / active EE | $5,307 | $2,842+86.7% | $4,048+31.1% | $3,952+34.3% |
| Admin fee / account holder | $2,955 | $4,557-35.1% | $6,066-51.3% | $6,260-52.8% |