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 | $57,386 | $70,475-18.6% | $100,516-42.9% | $79,858-28.1% |
| Participation rate | 90.1% | 73.7%+16.5pp | 79.4%+10.7pp | 69.6%+20.5pp |
| Annual return | 16.74% | 21.90%-5.2pp | 30.89%-14.2pp | 31.71%-15.0pp |
| Employer contribution / active EE | $3,404 | $2,165+57.3% | $3,418-0.4% | $2,471+37.8% |
| Participant deferral / active EE | $5,283 | $5,181+2.0% | $6,270-15.7% | $3,740+41.3% |
| Admin fee / account holder | $3,466 | $4,478-22.6% | $8,081-57.1% | $5,306-34.7% |