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 | $62,979 | $87,013-27.6% | $106,213-40.7% | $80,856-22.1% |
| Participation rate | 93.3% | 70.4%+22.9pp | 75.3%+18.1pp | 67.6%+25.7pp |
| Annual return | 11.41% | 17.05%-5.6pp | 116.14%-104.7pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,244 | $2,395-6.3% | $3,171-29.3% | $2,755-18.6% |
| Participant deferral / active EE | $3,477 | $3,986-12.8% | $5,016-30.7% | $4,296-19.1% |
| Admin fee / account holder | $6,294 | $8,431-25.3% | $11,033-43.0% | $6,918-9.0% |