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 | $63,596 | $54,705+16.3% | $71,209-10.7% | $84,808-25.0% |
| Participation rate | 97.7% | 64.1%+33.6pp | 73.8%+23.9pp | 68.3%+29.4pp |
| Annual return | 14.16% | 35.90%-21.7pp | 282.51%-268.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,177 | $2,158+93.6% | $2,721+53.5% | $2,631+58.7% |
| Participant deferral / active EE | $5,610 | $3,030+85.1% | $4,175+34.4% | $4,212+33.2% |
| Admin fee / account holder | $5,689 | $4,863+17.0% | $5,349+6.4% | $7,344-22.5% |