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 | $62,587 | $89,753-30.3% | $107,525-41.8% | $84,808-26.2% |
| Participation rate | 94.6% | 68.1%+26.6pp | 75.1%+19.6pp | 68.3%+26.3pp |
| Annual return | 13.98% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,556 | $3,113+46.3% | $3,754+21.4% | $2,631+73.2% |
| Participant deferral / active EE | $3,958 | $4,056-2.4% | $5,116-22.6% | $4,212-6.0% |
| Admin fee / account holder | $4,066 | $7,222-43.7% | $8,919-54.4% | $7,344-44.6% |