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 | $66,809 | $89,753-25.6% | $107,525-37.9% | $84,808-21.2% |
| Participation rate | 90.1% | 68.1%+22.1pp | 75.1%+15.0pp | 68.3%+21.8pp |
| Annual return | 19.97% | 29.48%-9.5pp | 181.32%-161.3pp | 40.90%-20.9pp |
| Employer contribution / active EE | $6,010 | $3,113+93.0% | $3,754+60.1% | $2,631+128.4% |
| Participant deferral / active EE | $7,687 | $4,056+89.5% | $5,116+50.3% | $4,212+82.5% |
| Admin fee / account holder | $2,391 | $7,222-66.9% | $8,919-73.2% | $7,344-67.4% |