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 | $61,336 | $95,803-36.0% | $113,168-45.8% | $84,808-27.7% |
| Participation rate | 96.8% | 72.9%+24.0pp | 76.6%+20.3pp | 68.3%+28.5pp |
| Annual return | 16.82% | 25.00%-8.2pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,275 | $2,360-3.6% | $2,975-23.5% | $2,631-13.5% |
| Participant deferral / active EE | $4,104 | $4,242-3.3% | $5,107-19.6% | $4,212-2.6% |
| Admin fee / account holder | $2,487 | $8,989-72.3% | $12,068-79.4% | $7,344-66.1% |