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 | $59,631 | $54,705+9.0% | $71,209-16.3% | $84,808-29.7% |
| Participation rate | 96.7% | 64.1%+32.6pp | 73.8%+22.9pp | 68.3%+28.4pp |
| Annual return | 17.25% | 35.90%-18.6pp | 282.51%-265.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,974 | $2,158+37.8% | $2,721+9.3% | $2,631+13.0% |
| Participant deferral / active EE | $5,057 | $3,030+66.9% | $4,175+21.1% | $4,212+20.1% |
| Admin fee / account holder | $751 | $4,863-84.5% | $5,349-86.0% | $7,344-89.8% |