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 | $62,074 | $63,861-2.8% | $104,607-40.7% | $79,858-22.3% |
| Participation rate | 94.6% | 64.9%+29.7pp | 74.1%+20.5pp | 69.6%+25.0pp |
| Annual return | 12.37% | 21.30%-8.9pp | 340.46%-328.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,689 | $2,693+37.0% | $3,740-1.3% | $3,740-1.4% |
| Admin fee / account holder | $1,463 | $4,185-65.0% | $6,473-77.4% | $5,306-72.4% |