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 | $76,974 | $53,777+43.1% | $134,143-42.6% | $79,858-3.6% |
| Participation rate | 97.7% | 58.8%+39.0pp | 72.2%+25.6pp | 69.6%+28.1pp |
| Annual return | 22.78% | 19.01%+3.8pp | 36.33%-13.5pp | 31.71%-8.9pp |
| Employer contribution / active EE | $1,026 | $1,321-22.4% | $3,704-72.3% | $2,471-58.5% |
| Participant deferral / active EE | $3,521 | $2,420+45.5% | $3,499+0.6% | $3,740-5.9% |
| Admin fee / account holder | $4,259 | $3,984+6.9% | $6,684-36.3% | $5,306-19.7% |