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 | $63,242 | $77,899-18.8% | $149,673-57.7% | $75,163-15.9% |
| Participation rate | 89.8% | 65.6%+24.2pp | 78.8%+11.0pp | 67.2%+22.6pp |
| Annual return | 13.91% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $3,855 | $3,137+22.9% | $4,818-20.0% | $2,670+44.4% |
| Participant deferral / active EE | $4,454 | $3,411+30.6% | $5,680-21.6% | $4,125+8.0% |
| Admin fee / account holder | $1,947 | $5,956-67.3% | $13,210-85.3% | $5,651-65.6% |