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 | $79,127 | $89,753-11.8% | $107,525-26.4% | $84,808-6.7% |
| Participation rate | 94.4% | 68.1%+26.4pp | 75.1%+19.4pp | 68.3%+26.1pp |
| Annual return | 14.64% | 29.48%-14.8pp | 181.32%-166.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,523 | $3,113-51.1% | $3,754-59.4% | $2,631-42.1% |
| Participant deferral / active EE | $6,477 | $4,056+59.7% | $5,116+26.6% | $4,212+53.8% |
| Admin fee / account holder | $1,078 | $7,222-85.1% | $8,919-87.9% | $7,344-85.3% |