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 | $67,831 | $79,944-15.2% | $98,439-31.1% | $75,163-9.8% |
| Participation rate | 88.5% | 70.4%+18.2pp | 75.2%+13.4pp | 67.2%+21.3pp |
| Annual return | 13.53% | 19.75%-6.2pp | 21.16%-7.6pp | 160.62%-147.1pp |
| Employer contribution / active EE | $4,707 | $2,264+107.9% | $3,048+54.4% | $2,670+76.3% |
| Participant deferral / active EE | $2,895 | $3,752-22.8% | $4,738-38.9% | $4,125-29.8% |
| Admin fee / account holder | $3,354 | $6,840-51.0% | $8,948-62.5% | $5,651-40.6% |