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 | $78,413 | $124,281-36.9% | $109,143-28.2% | $167,490-53.2% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.9%+19.1pp | 82.1%+12.9pp |
| Annual return | 17.63% | 26.04%-8.4pp | 25.75%-8.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $6,324 | $4,207+50.3% | $3,722+69.9% | $4,837+30.7% |
| Participant deferral / active EE | $4,116 | $5,255-21.7% | $4,653-11.6% | $6,341-35.1% |
| Admin fee / account holder | $2,009 | $7,970-74.8% | $6,752-70.3% | $12,309-83.7% |