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 | $64,605 | $46,553+38.8% | $64,056+0.9% | $75,163-14.0% |
| Participation rate | 96.4% | 65.9%+30.5pp | 72.3%+24.1pp | 67.2%+29.2pp |
| Annual return | 14.32% | 26.03%-11.7pp | 33.69%-19.4pp | 160.62%-146.3pp |
| Employer contribution / active EE | $10,553 | $1,974+434.7% | $2,747+284.2% | $2,670+295.3% |
| Participant deferral / active EE | $3,131 | $2,837+10.4% | $3,880-19.3% | $4,125-24.1% |
| Admin fee / account holder | $2,816 | $2,952-4.6% | $3,068-8.2% | $5,651-50.2% |