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 | $59,929 | $65,365-8.3% | $92,893-35.5% | $72,985-17.9% |
| Participation rate | 90.7% | 68.3%+22.4pp | 76.0%+14.7pp | 69.5%+21.2pp |
| Annual return | 25.65% | 42.10%-16.4pp | 109.41%-83.8pp | 81.00%-55.3pp |
| Employer contribution / active EE | $2,511 | $2,594-3.2% | $3,653-31.3% | $2,440+2.9% |
| Participant deferral / active EE | $5,038 | $3,128+61.0% | $4,236+18.9% | $3,607+39.7% |
| Admin fee / account holder | $2,084 | $4,251-51.0% | $5,794-64.0% | $5,124-59.3% |