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 | $72,420 | $80,717-10.3% | $154,803-53.2% | $84,808-14.6% |
| Participation rate | 96.0% | 66.8%+29.2pp | 78.1%+17.9pp | 68.3%+27.7pp |
| Annual return | 17.10% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $5,553 | $2,761+101.1% | $4,305+29.0% | $2,631+111.0% |
| Participant deferral / active EE | $3,980 | $3,303+20.5% | $5,540-28.2% | $4,212-5.5% |
| Admin fee / account holder | $3,277 | $6,746-51.4% | $14,329-77.1% | $7,344-55.4% |