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 | $60,417 | $95,266-36.6% | $82,389-26.7% | $142,382-57.6% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.5%+20.5pp | 80.1%+9.9pp |
| Annual return | 17.98% | 25.74%-7.8pp | 28.67%-10.7pp | 217.08%-199.1pp |
| Employer contribution / active EE | $8,021 | $2,991+168.2% | $2,517+218.7% | $4,299+86.6% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,005 | $8,563-76.6% | $7,231-72.3% | $12,624-84.1% |