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 | $59,375 | $60,892-2.5% | $82,389-27.9% | $84,808-30.0% |
| Participation rate | 96.0% | 63.3%+32.7pp | 69.5%+26.5pp | 68.3%+27.7pp |
| Annual return | 15.37% | 37.29%-21.9pp | 28.67%-13.3pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,328 | $1,779+87.1% | $2,517+32.2% | $2,631+26.5% |
| Participant deferral / active EE | $5,366 | $3,179+68.8% | $4,155+29.1% | $4,212+27.4% |
| Admin fee / account holder | $6,151 | $5,467+12.5% | $7,231-14.9% | $7,344-16.2% |