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 | $64,427 | $111,754-42.3% | $103,333-37.7% | $145,922-55.8% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 14.19% | 24.77%-10.6pp | 24.88%-10.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,188 | $4,212-24.3% | $3,868-17.6% | $4,660-31.6% |
| Participant deferral / active EE | $6,812 | $5,619+21.2% | $5,057+34.7% | $6,688+1.9% |
| Admin fee / account holder | $3,654 | $9,750-62.5% | $8,355-56.3% | $13,397-72.7% |