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 | $75,337 | $68,547+9.9% | $120,354-37.4% | $80,856-6.8% |
| Participation rate | 96.6% | 61.6%+35.0pp | 71.9%+24.6pp | 67.6%+28.9pp |
| Annual return | 16.67% | 23.60%-6.9pp | 107.15%-90.5pp | 35.59%-18.9pp |
| Employer contribution / active EE | $3,208 | $2,051+56.4% | $3,463-7.4% | $2,755+16.4% |
| Participant deferral / active EE | $5,162 | $3,173+62.7% | $4,991+3.4% | $4,296+20.2% |
| Admin fee / account holder | $974 | $5,732-83.0% | $9,423-89.7% | $6,918-85.9% |