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 | $58,242 | $80,968-28.1% | $96,544-39.7% | $75,163-22.5% |
| Participation rate | 97.2% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.0pp |
| Annual return | 16.24% | 27.06%-10.8pp | 25.84%-9.6pp | 160.62%-144.4pp |
| Employer contribution / active EE | $13,670 | $2,282+499.1% | $2,965+361.1% | $2,670+412.0% |
| Participant deferral / active EE | $2,010 | $3,928-48.8% | $4,851-58.6% | $4,125-51.3% |
| Admin fee / account holder | $620 | $6,724-90.8% | $8,252-92.5% | $5,651-89.0% |