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 | $74,094 | $67,606+9.6% | $82,313-10.0% | $70,131+5.7% |
| Participation rate | 96.2% | 72.8%+23.4pp | 76.9%+19.3pp | 69.5%+26.6pp |
| Annual return | 13.71% | 21.57%-7.9pp | 25.88%-12.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,337 | $1,755-23.8% | $2,428-44.9% | $2,342-42.9% |
| Participant deferral / active EE | $2,994 | $2,987+0.2% | $3,706-19.2% | $3,332-10.1% |
| Admin fee / account holder | $2,880 | $4,512-36.2% | $5,608-48.6% | $4,645-38.0% |