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 | $69,598 | $77,314-10.0% | $177,989-60.9% | $80,856-13.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 11.59% | 18.09%-6.5pp | 294.48%-282.9pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,864 | $2,292+25.0% | $3,949-27.5% | $2,755+4.0% |
| Participant deferral / active EE | $4,819 | $4,411+9.3% | $6,276-23.2% | $4,296+12.2% |
| Admin fee / account holder | $3,657 | $7,191-49.1% | $10,363-64.7% | $6,918-47.1% |