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 | $62,057 | $52,279+18.7% | $89,391-30.6% | $79,858-22.3% |
| Participation rate | 75.0% | 57.5%+17.5pp | 68.0%+7.0pp | 69.6%+5.4pp |
| Annual return | 15.55% | 22.16%-6.6pp | 245.62%-230.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,123 | $1,572+98.7% | $2,586+20.8% | $2,471+26.4% |
| Participant deferral / active EE | $4,125 | $2,740+50.5% | $3,890+6.0% | $3,740+10.3% |
| Admin fee / account holder | $4,003 | $3,356+19.3% | $4,881-18.0% | $5,306-24.6% |