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 | $72,980 | $101,724-28.3% | $164,813-55.7% | $80,856-9.7% |
| Participation rate | 85.7% | 71.8%+13.9pp | 78.6%+7.1pp | 67.6%+18.1pp |
| Annual return | 15.60% | 16.72%-1.1pp | 69.93%-54.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,184 | $2,953-26.0% | $4,341-49.7% | $2,755-20.7% |
| Participant deferral / active EE | $5,882 | $4,477+31.4% | $6,031-2.5% | $4,296+36.9% |
| Admin fee / account holder | $618 | $8,227-92.5% | $12,690-95.1% | $6,918-91.1% |