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 | $71,193 | $78,422-9.2% | $95,952-25.8% | $79,858-10.9% |
| Participation rate | 76.9% | 73.5%+3.4pp | 77.1%-0.2pp | 69.6%+7.3pp |
| Annual return | 16.74% | 19.37%-2.6pp | 91.61%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $4,097 | $1,945+110.6% | $2,541+61.2% | $2,471+65.8% |
| Participant deferral / active EE | $10,137 | $3,440+194.7% | $4,167+143.3% | $3,740+171.0% |
| Admin fee / account holder | $8,689 | $5,622+54.6% | $6,795+27.9% | $5,306+63.8% |