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 | $61,586 | $72,277-14.8% | $101,248-39.2% | $79,858-22.9% |
| Participation rate | 98.2% | 68.5%+29.7pp | 75.8%+22.4pp | 69.6%+28.5pp |
| Annual return | 18.50% | 22.30%-3.8pp | 46.47%-28.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,957 | $2,692-27.3% | $3,660-46.5% | $2,471-20.8% |
| Participant deferral / active EE | $4,253 | $3,282+29.6% | $4,370-2.7% | $3,740+13.7% |
| Admin fee / account holder | $7,382 | $4,400+67.8% | $5,945+24.2% | $5,306+39.1% |