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 | $70,420 | $93,571-24.7% | $135,903-48.2% | $75,163-6.3% |
| Participation rate | 94.5% | 75.2%+19.4pp | 81.9%+12.6pp | 67.2%+27.4pp |
| Annual return | 19.16% | 30.90%-11.7pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,959 | $3,537-16.3% | $4,856-39.1% | $2,670+10.8% |
| Participant deferral / active EE | $7,057 | $6,404+10.2% | $7,758-9.0% | $4,125+71.1% |
| Admin fee / account holder | $4,915 | $6,975-29.5% | $10,762-54.3% | $5,651-13.0% |