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 5-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 | $62,065 | $93,571-33.7% | $135,903-54.3% | $75,163-17.4% |
| Participation rate | 75.9% | 75.2%+0.7pp | 81.9%-6.0pp | 67.2%+8.7pp |
| Annual return | 19.94% | 30.90%-11.0pp | 68.23%-48.3pp | 160.62%-140.7pp |
| Employer contribution / active EE | $4,054 | $3,537+14.6% | $4,856-16.5% | $2,670+51.9% |
| Participant deferral / active EE | $8,536 | $6,404+33.3% | $7,758+10.0% | $4,125+106.9% |
| Admin fee / account holder | $8,956 | $6,975+28.4% | $10,762-16.8% | $5,651+58.5% |