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 | $59,939 | $86,929-31.0% | $102,423-41.5% | $80,856-25.9% |
| Participation rate | 86.8% | 72.4%+14.4pp | 76.5%+10.3pp | 67.6%+19.1pp |
| Annual return | 11.28% | 18.88%-7.6pp | 29.32%-18.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,640 | $4,118+36.9% | $5,053+11.6% | $4,296+31.3% |
| Admin fee / account holder | $1,031 | $8,049-87.2% | $9,451-89.1% | $6,918-85.1% |