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 | $62,734 | $89,753-30.1% | $107,525-41.7% | $84,808-26.0% |
| Participation rate | 85.5% | 68.1%+17.4pp | 75.1%+10.4pp | 68.3%+17.1pp |
| Annual return | 16.71% | 29.48%-12.8pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $9,360 | $3,113+200.6% | $3,754+149.4% | $2,631+255.8% |
| Participant deferral / active EE | $3,868 | $4,056-4.6% | $5,116-24.4% | $4,212-8.2% |
| Admin fee / account holder | $2,542 | $7,222-64.8% | $8,919-71.5% | $7,344-65.4% |