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 | $64,302 | $91,190-29.5% | $178,490-64.0% | $79,858-19.5% |
| Participation rate | 95.5% | 69.2%+26.3pp | 81.9%+13.5pp | 69.6%+25.8pp |
| Annual return | 14.85% | 24.19%-9.3pp | 151.07%-136.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $4,602 | $3,256+41.3% | $5,011-8.2% | $2,471+86.3% |
| Participant deferral / active EE | $5,090 | $3,236+57.3% | $5,202-2.1% | $3,740+36.1% |
| Admin fee / account holder | $349 | $6,751-94.8% | $13,984-97.5% | $5,306-93.4% |