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 | $59,665 | $65,395-8.8% | $182,532-67.3% | $72,985-18.2% |
| Participation rate | 97.7% | 65.4%+32.2pp | 78.0%+19.7pp | 69.5%+28.2pp |
| Annual return | 23.18% | 27.68%-4.5pp | 148.54%-125.4pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,415 | $1,911-26.0% | $4,076-65.3% | $2,440-42.0% |
| Participant deferral / active EE | $4,494 | $3,563+26.1% | $5,524-18.6% | $3,607+24.6% |
| Admin fee / account holder | $3,949 | $4,245-7.0% | $8,592-54.0% | $5,124-22.9% |