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 | $61,167 | $54,705+11.8% | $71,209-14.1% | $84,808-27.9% |
| Participation rate | 79.0% | 64.1%+15.0pp | 73.8%+5.3pp | 68.3%+10.7pp |
| Annual return | 18.57% | 35.90%-17.3pp | 282.51%-263.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,808 | $2,158-16.2% | $2,721-33.6% | $2,631-31.3% |
| Participant deferral / active EE | $4,563 | $3,030+50.6% | $4,175+9.3% | $4,212+8.3% |
| Admin fee / account holder | $1,345 | $4,863-72.3% | $5,349-74.8% | $7,344-81.7% |