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 | $71,084 | $60,892+16.7% | $82,389-13.7% | $84,808-16.2% |
| Participation rate | 95.2% | 63.3%+31.9pp | 69.5%+25.6pp | 68.3%+26.9pp |
| Annual return | 14.02% | 37.29%-23.3pp | 28.67%-14.7pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,368 | $3,179+37.4% | $4,155+5.1% | $4,212+3.7% |
| Admin fee / account holder | $7,069 | $5,467+29.3% | $7,231-2.2% | $7,344-3.7% |