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 | $50,335 | $77,314-34.9% | $177,989-71.7% | $80,856-37.7% |
| Participation rate | 89.5% | 65.7%+23.8pp | 77.1%+12.4pp | 67.6%+21.8pp |
| Annual return | 17.14% | 18.09%-0.9pp | 294.48%-277.3pp | 35.59%-18.5pp |
| Employer contribution / active EE | $4,176 | $2,292+82.2% | $3,949+5.8% | $2,755+51.6% |
| Participant deferral / active EE | $8,138 | $4,411+84.5% | $6,276+29.7% | $4,296+89.4% |
| Admin fee / account holder | $6,647 | $7,191-7.6% | $10,363-35.9% | $6,918-3.9% |