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 | $70,138 | $81,248-13.7% | $155,509-54.9% | $80,856-13.3% |
| Participation rate | 80.8% | 66.2%+14.5pp | 78.2%+2.6pp | 67.6%+13.1pp |
| Annual return | 15.52% | 33.31%-17.8pp | 64.67%-49.1pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,631 | $3,100-47.4% | $4,672-65.1% | $2,755-40.8% |
| Participant deferral / active EE | $4,752 | $3,452+37.7% | $5,626-15.5% | $4,296+10.6% |
| Admin fee / account holder | $5,038 | $7,997-37.0% | $15,912-68.3% | $6,918-27.2% |