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 | $55,390 | $89,355-38.0% | $141,162-60.8% | $72,985-24.1% |
| Participation rate | 89.6% | 75.1%+14.4pp | 82.5%+7.1pp | 69.5%+20.1pp |
| Annual return | 22.30% | 111.85%-89.5pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,961 | $3,114-4.9% | $4,735-37.5% | $2,440+21.4% |
| Participant deferral / active EE | $7,326 | $5,418+35.2% | $6,709+9.2% | $3,607+103.1% |
| Admin fee / account holder | $11,197 | $5,958+87.9% | $10,261+9.1% | $5,124+118.5% |