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 | $63,536 | $89,355-28.9% | $141,162-55.0% | $72,985-12.9% |
| Participation rate | 87.9% | 75.1%+12.8pp | 82.5%+5.4pp | 69.5%+18.4pp |
| Annual return | 22.34% | 111.85%-89.5pp | 71.39%-49.0pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,763 | $3,114-11.3% | $4,735-41.6% | $2,440+13.2% |
| Participant deferral / active EE | $5,545 | $5,418+2.4% | $6,709-17.3% | $3,607+53.7% |
| Admin fee / account holder | $3,710 | $5,958-37.7% | $10,261-63.8% | $5,124-27.6% |