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 | $76,347 | $78,672-3.0% | $109,143-30.0% | $85,850-11.1% |
| Participation rate | 91.2% | 68.3%+22.9pp | 75.9%+15.3pp | 69.3%+21.9pp |
| Annual return | 23.29% | 25.09%-1.8pp | 25.75%-2.5pp | 318.53%-295.2pp |
| Employer contribution / active EE | $2,925 | $2,735+7.0% | $3,722-21.4% | $2,565+14.0% |
| Participant deferral / active EE | $3,990 | $3,467+15.1% | $4,653-14.3% | $3,952+1.0% |
| Admin fee / account holder | $14,185 | $5,469+159.4% | $6,752+110.1% | $6,260+126.6% |