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 7-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 | $72,299 | $93,571-22.7% | $135,903-46.8% | $75,163-3.8% |
| Participation rate | 86.5% | 75.2%+11.3pp | 81.9%+4.6pp | 67.2%+19.3pp |
| Annual return | 21.77% | 30.90%-9.1pp | 68.23%-46.5pp | 160.62%-138.8pp |
| Employer contribution / active EE | $3,281 | $3,537-7.2% | $4,856-32.4% | $2,670+22.9% |
| Participant deferral / active EE | $7,178 | $6,404+12.1% | $7,758-7.5% | $4,125+74.0% |
| Admin fee / account holder | $5,265 | $6,975-24.5% | $10,762-51.1% | $5,651-6.8% |