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 | $61,421 | $54,705+12.3% | $71,209-13.7% | $84,808-27.6% |
| Participation rate | 98.1% | 64.1%+34.0pp | 73.8%+24.4pp | 68.3%+29.8pp |
| Annual return | 15.91% | 35.90%-20.0pp | 282.51%-266.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $5,296 | $2,158+145.4% | $2,721+94.7% | $2,631+101.3% |
| Participant deferral / active EE | $2,308 | $3,030-23.8% | $4,175-44.7% | $4,212-45.2% |
| Admin fee / account holder | $4,467 | $4,863-8.1% | $5,349-16.5% | $7,344-39.2% |