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 | $58,869 | $85,766-31.4% | $136,294-56.8% | $70,131-16.1% |
| Participation rate | 75.5% | 74.2%+1.4pp | 81.9%-6.4pp | 69.5%+6.0pp |
| Annual return | 24.44% | 31.45%-7.0pp | 5155.94%-5131.5pp | 73.14%-48.7pp |
| Employer contribution / active EE | $3,559 | $2,966+20.0% | $4,695-24.2% | $2,342+51.9% |
| Participant deferral / active EE | $7,863 | $5,051+55.7% | $6,247+25.9% | $3,332+136.0% |
| Admin fee / account holder | $683 | $5,420-87.4% | $9,243-92.6% | $4,645-85.3% |