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 | $60,463 | $45,035+34.3% | $62,995-4.0% | $70,131-13.8% |
| Participation rate | 83.8% | 69.5%+14.2pp | 74.8%+8.9pp | 69.5%+14.2pp |
| Annual return | 15.81% | 18.76%-2.9pp | 87.57%-71.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $5,952 | $2,051+190.2% | $2,759+115.7% | $2,342+154.1% |
| Participant deferral / active EE | $4,911 | $2,465+99.3% | $3,329+47.5% | $3,332+47.4% |
| Admin fee / account holder | $2,354 | $2,834-17.0% | $3,600-34.6% | $4,645-49.3% |