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 6-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 | $63,536 | $60,022+5.9% | $88,946-28.6% | $84,808-25.1% |
| Participation rate | 97.8% | 57.8%+40.0pp | 68.8%+29.0pp | 68.3%+29.5pp |
| Annual return | 26.59% | 22.43%+4.2pp | 57.82%-31.2pp | 40.90%-14.3pp |
| Employer contribution / active EE | $6,118 | $1,703+259.3% | $2,555+139.5% | $2,631+132.5% |
| Participant deferral / active EE | $7,880 | $3,114+153.1% | $4,581+72.0% | $4,212+87.1% |
| Admin fee / account holder | $6,410 | $4,811+33.2% | $8,261-22.4% | $7,344-12.7% |