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 | $68,082 | $81,248-16.2% | $155,509-56.2% | $80,856-15.8% |
| Participation rate | 95.7% | 66.2%+29.5pp | 78.2%+17.6pp | 67.6%+28.1pp |
| Annual return | 15.13% | 33.31%-18.2pp | 64.67%-49.5pp | 35.59%-20.5pp |
| Employer contribution / active EE | $6,617 | $3,100+113.4% | $4,672+41.6% | $2,755+140.2% |
| Participant deferral / active EE | $5,681 | $3,452+64.6% | $5,626+1.0% | $4,296+32.3% |
| Admin fee / account holder | $767 | $7,997-90.4% | $15,912-95.2% | $6,918-88.9% |