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 | $60,236 | $124,281-51.5% | $109,143-44.8% | $167,490-64.0% |
| Participation rate | 95.5% | 79.4%+16.0pp | 75.9%+19.6pp | 82.1%+13.3pp |
| Annual return | 15.37% | 26.04%-10.7pp | 25.75%-10.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $9,621 | $4,207+128.7% | $3,722+158.5% | $4,837+98.9% |
| Participant deferral / active EE | $5,010 | $5,255-4.7% | $4,653+7.7% | $6,341-21.0% |
| Admin fee / account holder | $4,815 | $7,970-39.6% | $6,752-28.7% | $12,309-60.9% |