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 | $74,588 | $117,983-36.8% | $101,794-26.7% | $142,382-47.6% |
| Participation rate | 95.7% | 74.2%+21.4pp | 69.2%+26.5pp | 80.1%+15.5pp |
| Annual return | 18.62% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,410 | $2,773-13.1% | $2,289+5.3% | $4,299-43.9% |
| Participant deferral / active EE | $4,035 | $4,714-14.4% | $4,084-1.2% | $6,507-38.0% |
| Admin fee / account holder | $1,005 | $10,433-90.4% | $8,777-88.5% | $12,624-92.0% |