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 | $63,765 | $86,286-26.1% | $111,297-42.7% | $85,850-25.7% |
| Participation rate | 98.0% | 73.3%+24.6pp | 77.3%+20.6pp | 69.3%+28.6pp |
| Annual return | 13.41% | 19.99%-6.6pp | 54.65%-41.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $4,143 | $2,043+102.8% | $2,731+51.7% | $2,565+61.5% |
| Participant deferral / active EE | $2,610 | $3,641-28.3% | $4,487-41.8% | $3,952-33.9% |
| Admin fee / account holder | $7,763 | $8,188-5.2% | $7,964-2.5% | $6,260+24.0% |