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 | $59,574 | $100,326-40.6% | $180,183-66.9% | $84,808-29.8% |
| Participation rate | 95.0% | 71.0%+24.0pp | 77.4%+17.6pp | 68.3%+26.7pp |
| Annual return | 15.34% | 17.86%-2.5pp | 27.86%-12.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,282 | $3,269+0.4% | $5,039-34.9% | $2,631+24.8% |
| Participant deferral / active EE | $5,762 | $5,066+13.7% | $6,822-15.5% | $4,212+36.8% |
| Admin fee / account holder | $6,348 | $9,674-34.4% | $19,975-68.2% | $7,344-13.6% |