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 | $75,743 | $83,477-9.3% | $125,175-39.5% | $72,985+3.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 21.35% | 25.78%-4.4pp | 43.79%-22.4pp | 81.00%-59.7pp |
| Employer contribution / active EE | $7,665 | $2,345+226.8% | $3,865+98.3% | $2,440+214.2% |
| Participant deferral / active EE | $7,042 | $3,585+96.4% | $4,937+42.6% | $3,607+95.2% |
| Admin fee / account holder | $6,126 | $5,517+11.0% | $9,702-36.9% | $5,124+19.5% |