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 | $71,026 | $78,672-9.7% | $109,143-34.9% | $85,850-17.3% |
| Participation rate | 94.1% | 68.3%+25.8pp | 75.9%+18.2pp | 69.3%+24.8pp |
| Annual return | 13.90% | 25.09%-11.2pp | 25.75%-11.9pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,471 | $2,735-46.2% | $3,722-60.5% | $2,565-42.7% |
| Participant deferral / active EE | $2,791 | $3,467-19.5% | $4,653-40.0% | $3,952-29.4% |
| Admin fee / account holder | $2,753 | $5,469-49.7% | $6,752-59.2% | $6,260-56.0% |