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 | $52,013 | $72,492-28.3% | $87,100-40.3% | $72,985-28.7% |
| Participation rate | 98.1% | 72.8%+25.3pp | 76.9%+21.3pp | 69.5%+28.7pp |
| Annual return | 19.20% | 24.46%-5.3pp | 28.19%-9.0pp | 81.00%-61.8pp |
| Employer contribution / active EE | $3,759 | $1,894+98.5% | $2,521+49.1% | $2,440+54.1% |
| Participant deferral / active EE | $3,855 | $3,270+17.9% | $4,049-4.8% | $3,607+6.9% |
| Admin fee / account holder | $2,817 | $5,055-44.3% | $7,497-62.4% | $5,124-45.0% |