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 | $55,655 | $68,073-18.2% | $76,080-26.8% | $85,850-35.2% |
| Participation rate | 96.8% | 72.5%+24.3pp | 79.4%+17.3pp | 69.3%+27.5pp |
| Annual return | 12.92% | 19.42%-6.5pp | 42.50%-29.6pp | 318.53%-305.6pp |
| Employer contribution / active EE | $5,020 | $3,209+56.4% | $3,962+26.7% | $2,565+95.7% |
| Participant deferral / active EE | $7,754 | $3,799+104.1% | $4,905+58.1% | $3,952+96.2% |
| Admin fee / account holder | $2,124 | $3,422-37.9% | $4,883-56.5% | $6,260-66.1% |