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 | $57,961 | $81,460-28.8% | $103,333-43.9% | $80,856-28.3% |
| Participation rate | 98.5% | 66.8%+31.6pp | 74.5%+24.0pp | 67.6%+30.8pp |
| Annual return | 13.39% | 25.55%-12.2pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,955 | $3,105+27.4% | $3,868+2.2% | $2,755+43.6% |
| Participant deferral / active EE | $7,755 | $3,869+100.5% | $5,057+53.3% | $4,296+80.5% |
| Admin fee / account holder | $4,737 | $6,566-27.9% | $8,355-43.3% | $6,918-31.5% |