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 | $63,845 | $77,314-17.4% | $177,989-64.1% | $80,856-21.0% |
| Participation rate | 81.1% | 65.7%+15.4pp | 77.1%+4.0pp | 67.6%+13.4pp |
| Annual return | 13.79% | 18.09%-4.3pp | 294.48%-280.7pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,984 | $2,292-13.4% | $3,949-49.7% | $2,755-28.0% |
| Participant deferral / active EE | $6,404 | $4,411+45.2% | $6,276+2.0% | $4,296+49.1% |
| Admin fee / account holder | $1,804 | $7,191-74.9% | $10,363-82.6% | $6,918-73.9% |