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 | $65,896 | $93,571-29.6% | $135,903-51.5% | $75,163-12.3% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.0pp | 67.2%+20.8pp |
| Annual return | 21.72% | 30.90%-9.2pp | 68.23%-46.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $4,061 | $3,537+14.8% | $4,856-16.4% | $2,670+52.1% |
| Participant deferral / active EE | $10,689 | $6,404+66.9% | $7,758+37.8% | $4,125+159.1% |
| Admin fee / account holder | $2,697 | $6,975-61.3% | $10,762-74.9% | $5,651-52.3% |