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 | $62,538 | $142,405-56.1% | $115,157-45.7% | $152,861-59.1% |
| Participation rate | 88.9% | 82.4%+6.5pp | 75.9%+13.0pp | 82.4%+6.4pp |
| Annual return | 20.85% | 41.48%-20.6pp | 35.60%-14.8pp | 345.32%-324.5pp |
| Employer contribution / active EE | $6,729 | $4,010+67.8% | $3,179+111.7% | $4,762+41.3% |
| Participant deferral / active EE | $6,323 | $5,164+22.5% | $4,168+51.7% | $5,850+8.1% |
| Admin fee / account holder | $367 | $8,462-95.7% | $7,088-94.8% | $11,596-96.8% |