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 | $57,013 | $57,065-0.1% | $75,670-24.7% | $70,131-18.7% |
| Participation rate | 95.2% | 68.1%+27.1pp | 72.3%+22.9pp | 69.5%+25.7pp |
| Annual return | 21.18% | 23.57%-2.4pp | 27.34%-6.2pp | 73.14%-52.0pp |
| Employer contribution / active EE | $4,808 | $1,817+164.7% | $2,352+104.4% | $2,342+105.3% |
| Participant deferral / active EE | $3,856 | $2,580+49.5% | $3,142+22.7% | $3,332+15.7% |
| Admin fee / account holder | $1,511 | $3,825-60.5% | $5,800-73.9% | $4,645-67.5% |