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 | $57,958 | $81,248-28.7% | $155,509-62.7% | $80,856-28.3% |
| Participation rate | 93.9% | 66.2%+27.6pp | 78.2%+15.7pp | 67.6%+26.2pp |
| Annual return | 12.43% | 33.31%-20.9pp | 64.67%-52.2pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,009 | $3,100-35.2% | $4,672-57.0% | $2,755-27.1% |
| Participant deferral / active EE | $4,472 | $3,452+29.6% | $5,626-20.5% | $4,296+4.1% |
| Admin fee / account holder | $6,111 | $7,997-23.6% | $15,912-61.6% | $6,918-11.7% |