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 | $75,145 | $123,793-39.3% | $177,821-57.7% | $79,858-5.9% |
| Participation rate | 93.1% | 84.7%+8.4pp | 87.7%+5.4pp | 69.6%+23.5pp |
| Annual return | 13.90% | 22.82%-8.9pp | 48.32%-34.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,927 | $4,095-52.9% | $5,918-67.4% | $2,471-22.0% |
| Participant deferral / active EE | $4,612 | $5,956-22.6% | $7,714-40.2% | $3,740+23.3% |
| Admin fee / account holder | $2,641 | $7,243-63.5% | $12,427-78.7% | $5,306-50.2% |