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 | $62,043 | $89,753-30.9% | $107,525-42.3% | $84,808-26.8% |
| Participation rate | 96.2% | 68.1%+28.1pp | 75.1%+21.1pp | 68.3%+27.8pp |
| Annual return | 25.21% | 29.48%-4.3pp | 181.32%-156.1pp | 40.90%-15.7pp |
| Employer contribution / active EE | $7,197 | $3,113+131.2% | $3,754+91.7% | $2,631+173.5% |
| Participant deferral / active EE | $9,587 | $4,056+136.3% | $5,116+87.4% | $4,212+127.6% |
| Admin fee / account holder | $2,763 | $7,222-61.7% | $8,919-69.0% | $7,344-62.4% |