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 | $75,935 | $109,413-30.6% | $156,263-51.4% | $84,808-10.5% |
| Participation rate | 98.2% | 72.7%+25.5pp | 78.9%+19.3pp | 68.3%+29.9pp |
| Annual return | 20.11% | 20.18%-0.1pp | 59.47%-39.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,853 | $2,907-1.9% | $4,333-34.2% | $2,631+8.4% |
| Participant deferral / active EE | $5,561 | $4,590+21.2% | $6,158-9.7% | $4,212+32.0% |
| Admin fee / account holder | $2,833 | $9,357-69.7% | $14,255-80.1% | $7,344-61.4% |