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 | $56,493 | $60,892-7.2% | $82,389-31.4% | $84,808-33.4% |
| Participation rate | 95.5% | 63.3%+32.2pp | 69.5%+26.0pp | 68.3%+27.2pp |
| Annual return | 16.92% | 37.29%-20.4pp | 28.67%-11.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,626 | $1,779+47.6% | $2,517+4.3% | $2,631-0.2% |
| Participant deferral / active EE | $5,678 | $3,179+78.6% | $4,155+36.7% | $4,212+34.8% |
| Admin fee / account holder | $4,379 | $5,467-19.9% | $7,231-39.4% | $7,344-40.4% |