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 | $70,500 | $99,341-29.0% | $84,750-16.8% | $273,961-74.3% |
| Participation rate | 94.4% | 80.7%+13.8pp | 76.6%+17.9pp | 83.0%+11.4pp |
| Annual return | 4.58% | 22.93%-18.4pp | 22.78%-18.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,763 | $4,214-58.2% | $3,574-50.7% | $4,869-63.8% |
| Participant deferral / active EE | $2,464 | $4,269-42.3% | $3,712-33.6% | $5,287-53.4% |
| Admin fee / account holder | $1,227 | $6,644-81.5% | $5,332-77.0% | $10,132-87.9% |