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 | $77,638 | $71,050+9.3% | $93,606-17.1% | $80,856-4.0% |
| Participation rate | 96.3% | 60.4%+35.9pp | 68.7%+27.6pp | 67.6%+28.7pp |
| Annual return | 15.64% | 11.26%+4.4pp | 133.20%-117.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $12,132 | $1,564+675.9% | $2,420+401.4% | $2,755+340.4% |
| Participant deferral / active EE | $7,731 | $4,034+91.7% | $4,411+75.2% | $4,296+80.0% |
| Admin fee / account holder | $6,468 | $6,945-6.9% | $8,285-21.9% | $6,918-6.5% |