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 | $75,990 | $98,750-23.0% | $149,696-49.2% | $79,858-4.8% |
| Participation rate | 88.3% | 75.8%+12.6pp | 82.5%+5.9pp | 69.6%+18.7pp |
| Annual return | 18.39% | 27.43%-9.0pp | 276.60%-258.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $6,056 | $3,216+88.3% | $4,644+30.4% | $2,471+145.1% |
| Participant deferral / active EE | $8,971 | $5,680+57.9% | $6,842+31.1% | $3,740+139.9% |
| Admin fee / account holder | $6,332 | $6,053+4.6% | $9,309-32.0% | $5,306+19.3% |