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 | $69,123 | $63,861+8.2% | $104,607-33.9% | $79,858-13.4% |
| Participation rate | 89.5% | 64.9%+24.6pp | 74.1%+15.5pp | 69.6%+19.9pp |
| Annual return | 17.84% | 21.30%-3.5pp | 340.46%-322.6pp | 31.71%-13.9pp |
| Employer contribution / active EE | $3,158 | $1,588+98.8% | $2,681+17.8% | $2,471+27.8% |
| Participant deferral / active EE | $3,546 | $2,693+31.7% | $3,740-5.2% | $3,740-5.2% |
| Admin fee / account holder | $2,854 | $4,185-31.8% | $6,473-55.9% | $5,306-46.2% |