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 | $54,026 | $56,053-3.6% | $75,972-28.9% | $80,856-33.2% |
| Participation rate | 92.7% | 62.0%+30.7pp | 69.1%+23.7pp | 67.6%+25.1pp |
| Annual return | 18.14% | 20.53%-2.4pp | 359.55%-341.4pp | 35.59%-17.5pp |
| Employer contribution / active EE | $2,204 | $1,874+17.6% | $2,685-17.9% | $2,755-20.0% |
| Participant deferral / active EE | $3,544 | $3,052+16.1% | $4,255-16.7% | $4,296-17.5% |
| Admin fee / account holder | $3,405 | $5,234-34.9% | $6,467-47.3% | $6,918-50.8% |