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 | $61,269 | $54,762+11.9% | $90,281-32.1% | $72,985-16.1% |
| Participation rate | 88.9% | 65.1%+23.7pp | 73.3%+15.6pp | 69.5%+19.4pp |
| Annual return | 19.10% | 30.63%-11.5pp | 78.10%-59.0pp | 81.00%-61.9pp |
| Employer contribution / active EE | $242 | $2,092-88.5% | $2,854-91.5% | $2,440-90.1% |
| Participant deferral / active EE | $3,561 | $2,887+23.4% | $3,885-8.3% | $3,607-1.3% |
| Admin fee / account holder | $1,766 | $3,972-55.6% | $5,351-67.0% | $5,124-65.5% |