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 | $61,237 | $109,413-44.0% | $156,263-60.8% | $84,808-27.8% |
| Participation rate | 93.3% | 72.7%+20.6pp | 78.9%+14.4pp | 68.3%+25.0pp |
| Annual return | 14.10% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,440 | $2,907-16.1% | $4,333-43.7% | $2,631-7.3% |
| Participant deferral / active EE | $4,939 | $4,590+7.6% | $6,158-19.8% | $4,212+17.3% |
| Admin fee / account holder | $2,843 | $9,357-69.6% | $14,255-80.1% | $7,344-61.3% |