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 | $66,665 | $80,717-17.4% | $154,803-56.9% | $84,808-21.4% |
| Participation rate | 95.9% | 66.8%+29.1pp | 78.1%+17.8pp | 68.3%+27.6pp |
| Annual return | 15.74% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,264 | $2,761-18.0% | $4,305-47.4% | $2,631-14.0% |
| Participant deferral / active EE | $5,608 | $3,303+69.8% | $5,540+1.2% | $4,212+33.1% |
| Admin fee / account holder | $2,975 | $6,746-55.9% | $14,329-79.2% | $7,344-59.5% |