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 | $69,011 | $89,355-22.8% | $141,162-51.1% | $72,985-5.4% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.5%+2.7pp | 69.5%+15.7pp |
| Annual return | 25.70% | 111.85%-86.1pp | 71.39%-45.7pp | 81.00%-55.3pp |
| Employer contribution / active EE | $1,975 | $3,114-36.6% | $4,735-58.3% | $2,440-19.0% |
| Participant deferral / active EE | $4,938 | $5,418-8.9% | $6,709-26.4% | $3,607+36.9% |
| Admin fee / account holder | $8,543 | $5,958+43.4% | $10,261-16.7% | $5,124+66.7% |