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 | $71,622 | $87,013-17.7% | $106,213-32.6% | $80,856-11.4% |
| Participation rate | 83.9% | 70.4%+13.4pp | 75.3%+8.6pp | 67.6%+16.2pp |
| Annual return | 21.32% | 17.05%+4.3pp | 116.14%-94.8pp | 35.59%-14.3pp |
| Employer contribution / active EE | $2,859 | $2,395+19.4% | $3,171-9.9% | $2,755+3.8% |
| Participant deferral / active EE | $6,627 | $3,986+66.3% | $5,016+32.1% | $4,296+54.3% |
| Admin fee / account holder | $15,555 | $8,431+84.5% | $11,033+41.0% | $6,918+124.8% |