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 | $69,816 | $77,899-10.4% | $149,673-53.4% | $75,163-7.1% |
| Participation rate | 95.1% | 65.6%+29.5pp | 78.8%+16.3pp | 67.2%+27.9pp |
| Annual return | 20.40% | 31.72%-11.3pp | 134.42%-114.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $5,830 | $3,137+85.8% | $4,818+21.0% | $2,670+118.4% |
| Participant deferral / active EE | $4,894 | $3,411+43.5% | $5,680-13.8% | $4,125+18.6% |
| Admin fee / account holder | $4,133 | $5,956-30.6% | $13,210-68.7% | $5,651-26.9% |