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 | $59,243 | $56,053+5.7% | $75,972-22.0% | $80,856-26.7% |
| Participation rate | 77.8% | 62.0%+15.7pp | 69.1%+8.7pp | 67.6%+10.1pp |
| Annual return | 13.39% | 20.53%-7.1pp | 359.55%-346.2pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,213 | $1,874+18.1% | $2,685-17.6% | $2,755-19.7% |
| Participant deferral / active EE | $4,451 | $3,052+45.9% | $4,255+4.6% | $4,296+3.6% |
| Admin fee / account holder | $7,034 | $5,234+34.4% | $6,467+8.8% | $6,918+1.7% |