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 | $61,396 | $58,512+4.9% | $84,015-26.9% | $72,985-15.9% |
| Participation rate | 98.6% | 61.2%+37.4pp | 69.0%+29.6pp | 69.5%+29.1pp |
| Annual return | 27.01% | 28.93%-1.9pp | 71.31%-44.3pp | 81.00%-54.0pp |
| Employer contribution / active EE | $3,507 | $1,163+201.6% | $1,983+76.8% | $2,440+43.7% |
| Participant deferral / active EE | $6,561 | $2,394+174.1% | $3,239+102.6% | $3,607+81.9% |
| Admin fee / account holder | $1,864 | $4,569-59.2% | $6,101-69.4% | $5,124-63.6% |