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 | $66,016 | $98,240-32.8% | $82,313-19.8% | $147,584-55.3% |
| Participation rate | 91.3% | 79.7%+11.6pp | 76.9%+14.4pp | 82.8%+8.5pp |
| Annual return | 15.68% | 30.85%-15.2pp | 25.88%-10.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,823 | $3,192-11.6% | $2,428+16.2% | $4,876-42.1% |
| Participant deferral / active EE | $2,185 | $4,383-50.1% | $3,706-41.0% | $5,439-59.8% |
| Admin fee / account holder | $5,157 | $8,563-39.8% | $5,608-8.0% | $10,885-52.6% |