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 | $65,509 | $93,571-30.0% | $135,903-51.8% | $75,163-12.8% |
| Participation rate | 98.5% | 75.2%+23.3pp | 81.9%+16.6pp | 67.2%+31.3pp |
| Annual return | 19.72% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $3,001 | $3,537-15.2% | $4,856-38.2% | $2,670+12.4% |
| Participant deferral / active EE | $7,284 | $6,404+13.7% | $7,758-6.1% | $4,125+76.6% |
| Admin fee / account holder | $6,572 | $6,975-5.8% | $10,762-38.9% | $5,651+16.3% |