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 | $60,792 | $93,571-35.0% | $135,903-55.3% | $75,163-19.1% |
| Participation rate | 92.2% | 75.2%+17.0pp | 81.9%+10.3pp | 67.2%+25.0pp |
| Annual return | 24.75% | 30.90%-6.2pp | 68.23%-43.5pp | 160.62%-135.9pp |
| Employer contribution / active EE | $5,373 | $3,537+51.9% | $4,856+10.6% | $2,670+101.3% |
| Participant deferral / active EE | $10,554 | $6,404+64.8% | $7,758+36.0% | $4,125+155.9% |
| Admin fee / account holder | $1,783 | $6,975-74.4% | $10,762-83.4% | $5,651-68.4% |