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 | $74,976 | $83,477-10.2% | $125,175-40.1% | $72,985+2.7% |
| Participation rate | 92.4% | 73.3%+19.1pp | 79.8%+12.6pp | 69.5%+22.9pp |
| Annual return | 25.84% | 25.78%+0.1pp | 43.79%-18.0pp | 81.00%-55.2pp |
| Employer contribution / active EE | $7,126 | $2,345+203.8% | $3,865+84.3% | $2,440+192.1% |
| Participant deferral / active EE | $3,273 | $3,585-8.7% | $4,937-33.7% | $3,607-9.3% |
| Admin fee / account holder | $2,295 | $5,517-58.4% | $9,702-76.3% | $5,124-55.2% |