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 | $63,014 | $85,022-25.9% | $70,515-10.6% | $139,434-54.8% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.3%+11.7pp | 80.3%-0.3pp |
| Annual return | 18.73% | 30.38%-11.6pp | 32.77%-14.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,607 | $3,909-33.3% | $2,973-12.3% | $4,751-45.1% |
| Participant deferral / active EE | $6,165 | $5,890+4.7% | $4,567+35.0% | $6,710-8.1% |
| Admin fee / account holder | $1,287 | $8,906-85.5% | $6,412-79.9% | $11,403-88.7% |