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 | $61,665 | $78,422-21.4% | $95,952-35.7% | $79,858-22.8% |
| Participation rate | 94.4% | 73.5%+21.0pp | 77.1%+17.4pp | 69.6%+24.8pp |
| Annual return | 24.31% | 19.37%+4.9pp | 91.61%-67.3pp | 31.71%-7.4pp |
| Employer contribution / active EE | $4,038 | $1,945+107.6% | $2,541+58.9% | $2,471+63.4% |
| Participant deferral / active EE | $7,609 | $3,440+121.2% | $4,167+82.6% | $3,740+103.4% |
| Admin fee / account holder | $2,997 | $5,622-46.7% | $6,795-55.9% | $5,306-43.5% |