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 | $58,619 | $80,717-27.4% | $154,803-62.1% | $84,808-30.9% |
| Participation rate | 90.4% | 66.8%+23.6pp | 78.1%+12.3pp | 68.3%+22.1pp |
| Annual return | 16.78% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $5,230 | $2,761+89.4% | $4,305+21.5% | $2,631+98.8% |
| Participant deferral / active EE | $4,778 | $3,303+44.6% | $5,540-13.8% | $4,212+13.4% |
| Admin fee / account holder | $11,548 | $6,746+71.2% | $14,329-19.4% | $7,344+57.3% |