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 | $59,152 | $86,929-32.0% | $102,423-42.2% | $80,856-26.8% |
| Participation rate | 96.4% | 72.4%+24.1pp | 76.5%+19.9pp | 67.6%+28.8pp |
| Annual return | 14.96% | 18.88%-3.9pp | 29.32%-14.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,797 | $4,118-7.8% | $5,053-24.9% | $4,296-11.6% |
| Admin fee / account holder | $3,048 | $8,049-62.1% | $9,451-67.7% | $6,918-55.9% |