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 | $66,921 | $78,422-14.7% | $95,952-30.3% | $79,858-16.2% |
| Participation rate | 89.3% | 73.5%+15.8pp | 77.1%+12.2pp | 69.6%+19.7pp |
| Annual return | 18.76% | 19.37%-0.6pp | 91.61%-72.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $7,058 | $1,945+262.9% | $2,541+177.8% | $2,471+185.7% |
| Participant deferral / active EE | $5,607 | $3,440+63.0% | $4,167+34.5% | $3,740+49.9% |
| Admin fee / account holder | $11,416 | $5,622+103.1% | $6,795+68.0% | $5,306+115.1% |