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 | $56,605 | $72,012-21.4% | $185,823-69.5% | $79,858-29.1% |
| Participation rate | 81.1% | 65.8%+15.3pp | 78.0%+3.1pp | 69.6%+11.4pp |
| Annual return | 19.32% | 23.12%-3.8pp | 35.95%-16.6pp | 31.71%-12.4pp |
| Employer contribution / active EE | $4,841 | $1,965+146.4% | $4,087+18.4% | $2,471+95.9% |
| Participant deferral / active EE | $7,739 | $3,779+104.8% | $5,632+37.4% | $3,740+106.9% |
| Admin fee / account holder | $6,864 | $4,513+52.1% | $9,500-27.8% | $5,306+29.4% |