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 | $63,941 | $71,050-10.0% | $93,606-31.7% | $80,856-20.9% |
| Participation rate | 94.5% | 60.4%+34.1pp | 68.7%+25.8pp | 67.6%+26.9pp |
| Annual return | 12.34% | 11.26%+1.1pp | 133.20%-120.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $5,625 | $1,564+259.7% | $2,420+132.5% | $2,755+104.2% |
| Participant deferral / active EE | $4,933 | $4,034+22.3% | $4,411+11.8% | $4,296+14.8% |
| Admin fee / account holder | $1,746 | $6,945-74.9% | $8,285-78.9% | $6,918-74.8% |