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 | $58,770 | $89,355-34.2% | $141,162-58.4% | $72,985-19.5% |
| Participation rate | 83.1% | 75.1%+8.0pp | 82.5%+0.6pp | 69.5%+13.6pp |
| Annual return | 24.62% | 111.85%-87.2pp | 71.39%-46.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $5,586 | $3,114+79.4% | $4,735+18.0% | $2,440+128.9% |
| Participant deferral / active EE | $8,031 | $5,418+48.2% | $6,709+19.7% | $3,607+122.6% |
| Admin fee / account holder | $7,159 | $5,958+20.2% | $10,261-30.2% | $5,124+39.7% |