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 | $58,303 | $95,266-38.8% | $82,389-29.2% | $142,382-59.1% |
| Participation rate | 89.5% | 74.5%+15.0pp | 69.5%+19.9pp | 80.1%+9.4pp |
| Annual return | 14.68% | 25.74%-11.1pp | 28.67%-14.0pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,667 | $2,991-10.8% | $2,517+5.9% | $4,299-38.0% |
| Participant deferral / active EE | $5,759 | $4,809+19.8% | $4,155+38.6% | $6,507-11.5% |
| Admin fee / account holder | $8,944 | $8,563+4.4% | $7,231+23.7% | $12,624-29.1% |