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 | $60,735 | $86,929-30.1% | $102,423-40.7% | $80,856-24.9% |
| Participation rate | 90.6% | 72.4%+18.2pp | 76.5%+14.1pp | 67.6%+23.0pp |
| Annual return | 22.64% | 18.88%+3.8pp | 29.32%-6.7pp | 35.59%-12.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,812 | $4,118+16.8% | $5,053-4.8% | $4,296+12.0% |
| Admin fee / account holder | $2,122 | $8,049-73.6% | $9,451-77.5% | $6,918-69.3% |