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 | $67,356 | $109,413-38.4% | $156,263-56.9% | $84,808-20.6% |
| Participation rate | 98.8% | 72.7%+26.1pp | 78.9%+19.9pp | 68.3%+30.5pp |
| Annual return | 22.88% | 20.18%+2.7pp | 59.47%-36.6pp | 40.90%-18.0pp |
| Employer contribution / active EE | $3,086 | $2,907+6.2% | $4,333-28.8% | $2,631+17.3% |
| Participant deferral / active EE | $5,512 | $4,590+20.1% | $6,158-10.5% | $4,212+30.9% |
| Admin fee / account holder | $3,997 | $9,357-57.3% | $14,255-72.0% | $7,344-45.6% |