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 | $54,758 | $77,314-29.2% | $177,989-69.2% | $80,856-32.3% |
| Participation rate | 95.7% | 65.7%+30.0pp | 77.1%+18.6pp | 67.6%+28.0pp |
| Annual return | 22.77% | 18.09%+4.7pp | 294.48%-271.7pp | 35.59%-12.8pp |
| Employer contribution / active EE | $3,823 | $2,292+66.8% | $3,949-3.2% | $2,755+38.8% |
| Participant deferral / active EE | $9,080 | $4,411+105.9% | $6,276+44.7% | $4,296+111.4% |
| Admin fee / account holder | $4,128 | $7,191-42.6% | $10,363-60.2% | $6,918-40.3% |