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 | $67,790 | $104,251-35.0% | $91,001-25.5% | $147,584-54.1% |
| Participation rate | 92.9% | 78.2%+14.6pp | 75.6%+17.3pp | 82.8%+10.0pp |
| Annual return | 18.00% | 27.06%-9.1pp | 4.60%+13.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,246 | $3,116-27.9% | $2,456-8.5% | $4,876-53.9% |
| Participant deferral / active EE | $4,846 | $4,195+15.5% | $3,547+36.6% | $5,439-10.9% |
| Admin fee / account holder | $3,537 | $8,948-60.5% | $5,417-34.7% | $10,885-67.5% |