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 | $67,002 | $109,413-38.8% | $156,263-57.1% | $84,808-21.0% |
| Participation rate | 90.3% | 72.7%+17.6pp | 78.9%+11.4pp | 68.3%+22.0pp |
| Annual return | 33.50% | 20.18%+13.3pp | 59.47%-26.0pp | 40.90%-7.4pp |
| Employer contribution / active EE | $2,426 | $2,907-16.5% | $4,333-44.0% | $2,631-7.8% |
| Participant deferral / active EE | $4,773 | $4,590+4.0% | $6,158-22.5% | $4,212+13.3% |
| Admin fee / account holder | $1,509 | $9,357-83.9% | $14,255-89.4% | $7,344-79.4% |