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 | $69,569 | $165,912-58.1% | $122,332-43.1% | $147,584-52.9% |
| Participation rate | 93.3% | 79.6%+13.8pp | 71.6%+21.7pp | 82.8%+10.5pp |
| Annual return | 11.49% | 34.55%-23.1pp | 30.27%-18.8pp | 578.55%-567.1pp |
| Employer contribution / active EE | $15,666 | $5,754+172.2% | $4,050+286.8% | $4,876+221.3% |
| Participant deferral / active EE | $6,650 | $4,005+66.0% | $3,287+102.3% | $5,439+22.3% |
| Admin fee / account holder | $432 | $7,424-94.2% | $5,478-92.1% | $10,885-96.0% |