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 | $65,744 | $48,046+36.8% | $84,611-22.3% | $72,985-9.9% |
| Participation rate | 84.4% | 57.6%+26.9pp | 68.2%+16.2pp | 69.5%+15.0pp |
| Annual return | 20.89% | 37.38%-16.5pp | 258.74%-237.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $3,918 | $1,602+144.6% | $2,652+47.7% | $2,440+60.6% |
| Participant deferral / active EE | $5,118 | $2,680+90.9% | $3,899+31.3% | $3,607+41.9% |
| Admin fee / account holder | $3,951 | $3,395+16.4% | $4,912-19.6% | $5,124-22.9% |