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 | $55,454 | $69,207-19.9% | $64,056-13.4% | $139,434-60.2% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 17.82% | 45.88%-28.1pp | 33.69%-15.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | $4,434 | $3,182+39.3% | $2,747+61.4% | $4,751-6.7% |
| Participant deferral / active EE | $9,162 | $4,682+95.7% | $3,880+136.1% | $6,710+36.5% |
| Admin fee / account holder | $4,511 | $4,244+6.3% | $3,068+47.0% | $11,403-60.4% |