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 | $68,218 | $93,571-27.1% | $135,903-49.8% | $75,163-9.2% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 26.35% | 30.90%-4.6pp | 68.23%-41.9pp | 160.62%-134.3pp |
| Employer contribution / active EE | $4,010 | $3,537+13.4% | $4,856-17.4% | $2,670+50.2% |
| Participant deferral / active EE | $13,688 | $6,404+113.7% | $7,758+76.4% | $4,125+231.8% |
| Admin fee / account holder | $4,924 | $6,975-29.4% | $10,762-54.2% | $5,651-12.9% |