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 | $74,370 | $48,795+52.4% | $65,493+13.6% | $84,808-12.3% |
| Participation rate | 96.3% | 67.0%+29.3pp | 73.1%+23.2pp | 68.3%+28.0pp |
| Annual return | 16.05% | 20.20%-4.1pp | 982.45%-966.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,822 | $1,930-5.6% | $2,574-29.2% | $2,631-30.7% |
| Participant deferral / active EE | $3,546 | $2,928+21.1% | $3,961-10.5% | $4,212-15.8% |
| Admin fee / account holder | $1,309 | $3,877-66.2% | $5,028-74.0% | $7,344-82.2% |