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 | $73,883 | $81,460-9.3% | $103,333-28.5% | $80,856-8.6% |
| Participation rate | 95.5% | 66.8%+28.6pp | 74.5%+20.9pp | 67.6%+27.8pp |
| Annual return | 13.45% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,375 | $3,105+40.9% | $3,868+13.1% | $2,755+58.8% |
| Participant deferral / active EE | $3,374 | $3,869-12.8% | $5,057-33.3% | $4,296-21.4% |
| Admin fee / account holder | $6,161 | $6,566-6.2% | $8,355-26.3% | $6,918-10.9% |