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 | $61,432 | $58,523+5.0% | $99,443-38.2% | $72,985-15.8% |
| Participation rate | 92.9% | 64.6%+28.2pp | 73.8%+19.0pp | 69.5%+23.4pp |
| Annual return | 25.58% | 28.51%-2.9pp | 30.72%-5.1pp | 81.00%-55.4pp |
| Employer contribution / active EE | $2,567 | $1,512+69.8% | $2,540+1.1% | $2,440+5.2% |
| Participant deferral / active EE | $5,087 | $2,606+95.2% | $3,619+40.6% | $3,607+41.0% |
| Admin fee / account holder | $407 | $4,102-90.1% | $6,250-93.5% | $5,124-92.1% |