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 | $62,726 | $72,277-13.2% | $101,248-38.0% | $79,858-21.5% |
| Participation rate | 95.1% | 68.5%+26.7pp | 75.8%+19.3pp | 69.6%+25.5pp |
| Annual return | 26.45% | 22.30%+4.2pp | 46.47%-20.0pp | 31.71%-5.3pp |
| Employer contribution / active EE | $14,698 | $2,692+446.1% | $3,660+301.6% | $2,471+494.8% |
| Participant deferral / active EE | $5,391 | $3,282+64.3% | $4,370+23.4% | $3,740+44.1% |
| Admin fee / account holder | $4,868 | $4,400+10.6% | $5,945-18.1% | $5,306-8.3% |