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 | $58,112 | $54,705+6.2% | $71,209-18.4% | $84,808-31.5% |
| Participation rate | 95.6% | 64.1%+31.5pp | 73.8%+21.8pp | 68.3%+27.2pp |
| Annual return | 17.21% | 35.90%-18.7pp | 282.51%-265.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $3,372 | $2,158+56.3% | $2,721+23.9% | $2,631+28.2% |
| Participant deferral / active EE | $6,062 | $3,030+100.0% | $4,175+45.2% | $4,212+43.9% |
| Admin fee / account holder | $5,185 | $4,863+6.6% | $5,349-3.1% | $7,344-29.4% |