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 | $62,237 | $98,750-37.0% | $149,696-58.4% | $79,858-22.1% |
| Participation rate | 82.6% | 75.8%+6.8pp | 82.5%+0.1pp | 69.6%+13.0pp |
| Annual return | 23.96% | 27.43%-3.5pp | 276.60%-252.6pp | 31.71%-7.8pp |
| Employer contribution / active EE | $3,666 | $3,216+14.0% | $4,644-21.1% | $2,471+48.4% |
| Participant deferral / active EE | $7,507 | $5,680+32.2% | $6,842+9.7% | $3,740+100.7% |
| Admin fee / account holder | $852 | $6,053-85.9% | $9,309-90.8% | $5,306-83.9% |