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 | $72,597 | $87,013-16.6% | $106,213-31.6% | $80,856-10.2% |
| Participation rate | 98.5% | 70.4%+28.1pp | 75.3%+23.2pp | 67.6%+30.9pp |
| Annual return | 14.72% | 17.05%-2.3pp | 116.14%-101.4pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,946 | $2,395+23.0% | $3,171-7.1% | $2,755+6.9% |
| Participant deferral / active EE | $5,754 | $3,986+44.4% | $5,016+14.7% | $4,296+34.0% |
| Admin fee / account holder | $599 | $8,431-92.9% | $11,033-94.6% | $6,918-91.3% |