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 | $60,265 | $81,248-25.8% | $155,509-61.2% | $80,856-25.5% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.6%+26.5pp |
| Annual return | 14.94% | 33.31%-18.4pp | 64.67%-49.7pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,893 | $3,100-6.7% | $4,672-38.1% | $2,755+5.0% |
| Participant deferral / active EE | $5,884 | $3,452+70.5% | $5,626+4.6% | $4,296+37.0% |
| Admin fee / account holder | $4,246 | $7,997-46.9% | $15,912-73.3% | $6,918-38.6% |