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 8-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 | $61,693 | $106,515-42.1% | $96,683-36.2% | $139,434-55.8% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 22.54% | 38.43%-15.9pp | 35.69%-13.2pp | 372.94%-350.4pp |
| Employer contribution / active EE | $5,613 | $4,103+36.8% | $3,737+50.2% | $4,751+18.1% |
| Participant deferral / active EE | $12,897 | $5,454+136.5% | $4,878+164.4% | $6,710+92.2% |
| Admin fee / account holder | $2,365 | $7,877-70.0% | $6,730-64.9% | $11,403-79.3% |