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 | $59,442 | $56,053+6.0% | $75,972-21.8% | $80,856-26.5% |
| Participation rate | 82.3% | 62.0%+20.2pp | 69.1%+13.2pp | 67.6%+14.6pp |
| Annual return | 18.88% | 20.53%-1.7pp | 359.55%-340.7pp | 35.59%-16.7pp |
| Employer contribution / active EE | $2,877 | $1,874+53.5% | $2,685+7.2% | $2,755+4.4% |
| Participant deferral / active EE | $4,820 | $3,052+58.0% | $4,255+13.3% | $4,296+12.2% |
| Admin fee / account holder | $616 | $5,234-88.2% | $6,467-90.5% | $6,918-91.1% |