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 | $73,865 | $110,257-33.0% | $96,544-23.5% | $139,434-47.0% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.2pp | 80.3%+13.8pp |
| Annual return | 15.21% | 26.32%-11.1pp | 25.84%-10.6pp | 372.94%-357.7pp |
| Employer contribution / active EE | $7,640 | $3,620+111.1% | $2,965+157.7% | $4,751+60.8% |
| Participant deferral / active EE | $4,763 | $5,548-14.1% | $4,851-1.8% | $6,710-29.0% |
| Admin fee / account holder | $5,166 | $11,591-55.4% | $8,252-37.4% | $11,403-54.7% |