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 | $65,068 | $60,022+8.4% | $88,946-26.8% | $84,808-23.3% |
| Participation rate | 96.6% | 57.8%+38.7pp | 68.8%+27.7pp | 68.3%+28.2pp |
| Annual return | 14.56% | 22.43%-7.9pp | 57.82%-43.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,451 | $1,703-14.8% | $2,555-43.2% | $2,631-44.8% |
| Participant deferral / active EE | $5,061 | $3,114+62.5% | $4,581+10.5% | $4,212+20.2% |
| Admin fee / account holder | $18,866 | $4,811+292.1% | $8,261+128.4% | $7,344+156.9% |