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 | $75,420 | $77,899-3.2% | $149,673-49.6% | $75,163+0.3% |
| Participation rate | 98.0% | 65.6%+32.5pp | 78.8%+19.3pp | 67.2%+30.8pp |
| Annual return | 15.35% | 31.72%-16.4pp | 134.42%-119.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $6,161 | $3,137+96.4% | $4,818+27.9% | $2,670+130.8% |
| Participant deferral / active EE | $4,917 | $3,411+44.1% | $5,680-13.4% | $4,125+19.2% |
| Admin fee / account holder | $5,744 | $5,956-3.6% | $13,210-56.5% | $5,651+1.6% |