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 | $70,594 | $54,705+29.0% | $71,209-0.9% | $84,808-16.8% |
| Participation rate | 83.7% | 64.1%+19.7pp | 73.8%+10.0pp | 68.3%+15.4pp |
| Annual return | 27.28% | 35.90%-8.6pp | 282.51%-255.2pp | 40.90%-13.6pp |
| Employer contribution / active EE | $2,999 | $2,158+39.0% | $2,721+10.2% | $2,631+14.0% |
| Participant deferral / active EE | $6,118 | $3,030+101.9% | $4,175+46.5% | $4,212+45.3% |
| Admin fee / account holder | $1,268 | $4,863-73.9% | $5,349-76.3% | $7,344-82.7% |