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 | $64,851 | $65,365-0.8% | $92,893-30.2% | $72,985-11.1% |
| Participation rate | 82.1% | 68.3%+13.8pp | 76.0%+6.1pp | 69.5%+12.7pp |
| Annual return | 26.95% | 42.10%-15.2pp | 109.41%-82.5pp | 81.00%-54.1pp |
| Employer contribution / active EE | $3,050 | $2,594+17.6% | $3,653-16.5% | $2,440+25.0% |
| Participant deferral / active EE | $6,202 | $3,128+98.2% | $4,236+46.4% | $3,607+71.9% |
| Admin fee / account holder | $2,855 | $4,251-32.9% | $5,794-50.7% | $5,124-44.3% |