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 | $61,152 | $91,552-33.2% | $133,956-54.3% | $79,858-23.4% |
| Participation rate | 88.4% | 73.3%+15.0pp | 79.8%+8.5pp | 69.6%+18.7pp |
| Annual return | 13.75% | 61.85%-48.1pp | 45.09%-31.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,157 | $2,384+32.5% | $3,919-19.4% | $2,471+27.8% |
| Participant deferral / active EE | $6,045 | $3,733+61.9% | $5,048+19.8% | $3,740+61.6% |
| Admin fee / account holder | $8,096 | $6,321+28.1% | $8,927-9.3% | $5,306+52.6% |