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 | $58,338 | $192,717-69.7% | $142,449-59.0% | $139,434-58.2% |
| Participation rate | 87.5% | 81.5%+6.0pp | 76.8%+10.7pp | 80.3%+7.2pp |
| Annual return | 15.95% | 17.99%-2.0pp | 19.99%-4.0pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,965 | $5,806-66.2% | $4,847-59.5% | $4,751-58.6% |
| Participant deferral / active EE | $4,117 | $7,208-42.9% | $6,283-34.5% | $6,710-38.6% |
| Admin fee / account holder | $663 | $15,124-95.6% | $10,011-93.4% | $11,403-94.2% |