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 | $59,791 | $109,413-45.4% | $156,263-61.7% | $84,808-29.5% |
| Participation rate | 98.4% | 72.7%+25.7pp | 78.9%+19.5pp | 68.3%+30.1pp |
| Annual return | 13.28% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,395 | $2,907+51.2% | $4,333+1.4% | $2,631+67.0% |
| Participant deferral / active EE | $3,737 | $4,590-18.6% | $6,158-39.3% | $4,212-11.3% |
| Admin fee / account holder | $11,054 | $9,357+18.1% | $14,255-22.5% | $7,344+50.5% |