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 | $65,637 | $177,572-63.0% | $154,803-57.6% | $142,382-53.9% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 18.02% | 65.07%-47.0pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $7,976 | $4,810+65.8% | $4,305+85.2% | $4,299+85.5% |
| Participant deferral / active EE | $4,921 | $6,272-21.5% | $5,540-11.2% | $6,507-24.4% |
| Admin fee / account holder | $7,195 | $16,786-57.1% | $14,329-49.8% | $12,624-43.0% |