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 | $67,549 | $72,012-6.2% | $185,823-63.6% | $79,858-15.4% |
| Participation rate | 97.0% | 65.8%+31.3pp | 78.0%+19.0pp | 69.6%+27.4pp |
| Annual return | 17.18% | 23.12%-5.9pp | 35.95%-18.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $543 | $1,965-72.4% | $4,087-86.7% | $2,471-78.0% |
| Participant deferral / active EE | $4,961 | $3,779+31.3% | $5,632-11.9% | $3,740+32.6% |
| Admin fee / account holder | $1,284 | $4,513-71.5% | $9,500-86.5% | $5,306-75.8% |