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 | $66,289 | $159,602-58.5% | $150,045-55.8% | $142,382-53.4% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 13.37% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $7,373 | $4,961+48.6% | $4,693+57.1% | $4,299+71.5% |
| Participant deferral / active EE | $3,364 | $8,310-59.5% | $7,997-57.9% | $6,507-48.3% |
| Admin fee / account holder | $3,679 | $14,846-75.2% | $13,435-72.6% | $12,624-70.9% |