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 | $64,889 | $64,480+0.6% | $81,382-20.3% | $80,856-19.7% |
| Participation rate | 97.1% | 63.9%+33.2pp | 69.5%+27.6pp | 67.6%+29.4pp |
| Annual return | 25.12% | 16.34%+8.8pp | 24.73%+0.4pp | 35.59%-10.5pp |
| Employer contribution / active EE | $3,211 | $1,978+62.3% | $2,463+30.4% | $2,755+16.5% |
| Participant deferral / active EE | $6,656 | $3,094+115.2% | $3,883+71.4% | $4,296+55.0% |
| Admin fee / account holder | $3,085 | $5,671-45.6% | $5,768-46.5% | $6,918-55.4% |