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 | $67,878 | $109,413-38.0% | $156,263-56.6% | $84,808-20.0% |
| Participation rate | 97.1% | 72.7%+24.4pp | 78.9%+18.2pp | 68.3%+28.7pp |
| Annual return | 14.61% | 20.18%-5.6pp | 59.47%-44.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,719 | $2,907+27.9% | $4,333-14.2% | $2,631+41.4% |
| Participant deferral / active EE | $4,793 | $4,590+4.4% | $6,158-22.2% | $4,212+13.8% |
| Admin fee / account holder | $2,238 | $9,357-76.1% | $14,255-84.3% | $7,344-69.5% |