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 | $57,923 | $73,933-21.7% | $96,683-40.1% | $75,163-22.9% |
| Participation rate | 91.3% | 66.4%+24.9pp | 74.3%+17.0pp | 67.2%+24.1pp |
| Annual return | 23.75% | 26.70%-3.0pp | 35.69%-11.9pp | 160.62%-136.9pp |
| Employer contribution / active EE | $3,625 | $2,928+23.8% | $3,737-3.0% | $2,670+35.8% |
| Participant deferral / active EE | $8,335 | $3,659+127.8% | $4,878+70.9% | $4,125+102.1% |
| Admin fee / account holder | $3,579 | $5,216-31.4% | $6,730-46.8% | $5,651-36.7% |