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 | $68,886 | $83,477-17.5% | $125,175-45.0% | $72,985-5.6% |
| Participation rate | 89.4% | 73.3%+16.1pp | 79.8%+9.6pp | 69.5%+19.9pp |
| Annual return | 20.72% | 25.78%-5.1pp | 43.79%-23.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,582 | $2,345-32.5% | $3,865-59.1% | $2,440-35.1% |
| Participant deferral / active EE | $4,730 | $3,585+31.9% | $4,937-4.2% | $3,607+31.1% |
| Admin fee / account holder | $6,295 | $5,517+14.1% | $9,702-35.1% | $5,124+22.9% |