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 | $64,264 | $72,277-11.1% | $101,248-36.5% | $79,858-19.5% |
| Participation rate | 89.7% | 68.5%+21.2pp | 75.8%+13.8pp | 69.6%+20.0pp |
| Annual return | 16.20% | 22.30%-6.1pp | 46.47%-30.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $4,077 | $2,692+51.5% | $3,660+11.4% | $2,471+65.0% |
| Participant deferral / active EE | $5,677 | $3,282+73.0% | $4,370+29.9% | $3,740+51.8% |
| Admin fee / account holder | $12,722 | $4,400+189.1% | $5,945+114.0% | $5,306+139.8% |