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 6-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 | $62,007 | $60,022+3.3% | $88,946-30.3% | $84,808-26.9% |
| Participation rate | 85.7% | 57.8%+27.9pp | 68.8%+16.9pp | 68.3%+17.4pp |
| Annual return | 22.75% | 22.43%+0.3pp | 57.82%-35.1pp | 40.90%-18.2pp |
| Employer contribution / active EE | $4,959 | $1,703+191.2% | $2,555+94.1% | $2,631+88.5% |
| Participant deferral / active EE | $9,771 | $3,114+213.8% | $4,581+113.3% | $4,212+132.0% |
| Admin fee / account holder | $2,537 | $4,811-47.3% | $8,261-69.3% | $7,344-65.5% |