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 | $67,545 | $72,277-6.5% | $101,248-33.3% | $79,858-15.4% |
| Participation rate | 98.3% | 68.5%+29.9pp | 75.8%+22.5pp | 69.6%+28.7pp |
| Annual return | 16.86% | 22.30%-5.4pp | 46.47%-29.6pp | 31.71%-14.9pp |
| Employer contribution / active EE | $5,095 | $2,692+89.3% | $3,660+39.2% | $2,471+106.2% |
| Participant deferral / active EE | $4,760 | $3,282+45.1% | $4,370+8.9% | $3,740+27.3% |
| Admin fee / account holder | $3,216 | $4,400-26.9% | $5,945-45.9% | $5,306-39.4% |