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 | $74,037 | $77,314-4.2% | $177,989-58.4% | $80,856-8.4% |
| Participation rate | 94.3% | 65.7%+28.6pp | 77.1%+17.2pp | 67.6%+26.6pp |
| Annual return | 13.67% | 18.09%-4.4pp | 294.48%-280.8pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,876 | $2,292-18.1% | $3,949-52.5% | $2,755-31.9% |
| Participant deferral / active EE | $5,137 | $4,411+16.5% | $6,276-18.1% | $4,296+19.6% |
| Admin fee / account holder | $821 | $7,191-88.6% | $10,363-92.1% | $6,918-88.1% |