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 | $71,825 | $51,576+39.3% | $129,207-44.4% | $80,856-11.2% |
| Participation rate | 86.0% | 57.0%+29.0pp | 69.6%+16.4pp | 67.6%+18.3pp |
| Annual return | 15.78% | 20.81%-5.0pp | 9417.33%-9401.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $2,429 | $1,584+53.3% | $4,153-41.5% | $2,755-11.8% |
| Participant deferral / active EE | $5,240 | $2,669+96.3% | $4,168+25.7% | $4,296+22.0% |
| Admin fee / account holder | $1,019 | $4,305-76.3% | $7,715-86.8% | $6,918-85.3% |