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 | $70,616 | $77,813-9.3% | $123,544-42.8% | $64,186+10.0% |
| Participation rate | 95.8% | 74.7%+21.1pp | 82.3%+13.5pp | 69.6%+26.3pp |
| Annual return | 9.15% | 12.48%-3.3pp | 119.20%-110.0pp | 7.63%+1.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,849 | $5,240+49.8% | $6,426+22.2% | $3,470+126.2% |
| Admin fee / account holder | $8,944 | $5,519+62.1% | $9,284-3.7% | $4,888+83.0% |