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 | $54,672 | $89,355-38.8% | $141,162-61.3% | $72,985-25.1% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.5%+14.4pp | 69.5%+27.4pp |
| Annual return | 24.70% | 111.85%-87.1pp | 71.39%-46.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $5,593 | $3,114+79.6% | $4,735+18.1% | $2,440+129.2% |
| Participant deferral / active EE | $8,809 | $5,418+62.6% | $6,709+31.3% | $3,607+144.2% |
| Admin fee / account holder | $8,826 | $5,958+48.1% | $10,261-14.0% | $5,124+72.2% |