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 | $79,996 | $109,413-26.9% | $156,263-48.8% | $84,808-5.7% |
| Participation rate | 93.5% | 72.7%+20.9pp | 78.9%+14.6pp | 68.3%+25.2pp |
| Annual return | 15.20% | 20.18%-5.0pp | 59.47%-44.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,242 | $2,907-57.3% | $4,333-71.3% | $2,631-52.8% |
| Participant deferral / active EE | $4,464 | $4,590-2.7% | $6,158-27.5% | $4,212+6.0% |
| Admin fee / account holder | $1,446 | $9,357-84.5% | $14,255-89.9% | $7,344-80.3% |