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 | $61,044 | $57,065+7.0% | $75,670-19.3% | $70,131-13.0% |
| Participation rate | 95.5% | 68.1%+27.4pp | 72.3%+23.1pp | 69.5%+25.9pp |
| Annual return | 16.28% | 23.57%-7.3pp | 27.34%-11.1pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,401 | $1,817-22.9% | $2,352-40.4% | $2,342-40.2% |
| Participant deferral / active EE | $5,889 | $2,580+128.3% | $3,142+87.4% | $3,332+76.7% |
| Admin fee / account holder | $1,958 | $3,825-48.8% | $5,800-66.2% | $4,645-57.9% |