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 | $74,487 | $109,413-31.9% | $156,263-52.3% | $84,808-12.2% |
| Participation rate | 91.9% | 72.7%+19.2pp | 78.9%+13.0pp | 68.3%+23.6pp |
| Annual return | 14.56% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $4,904 | $2,907+68.7% | $4,333+13.2% | $2,631+86.4% |
| Participant deferral / active EE | $8,813 | $4,590+92.0% | $6,158+43.1% | $4,212+109.2% |
| Admin fee / account holder | $30,609 | $9,357+227.1% | $14,255+114.7% | $7,344+316.8% |