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 | $72,797 | $93,571-22.2% | $135,903-46.4% | $75,163-3.1% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 19.85% | 30.90%-11.1pp | 68.23%-48.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,657 | $3,537-53.2% | $4,856-65.9% | $2,670-37.9% |
| Participant deferral / active EE | $8,428 | $6,404+31.6% | $7,758+8.6% | $4,125+104.3% |
| Admin fee / account holder | $5,138 | $6,975-26.3% | $10,762-52.3% | $5,651-9.1% |