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 | $85,389 | $85,022+0.4% | $70,515+21.1% | $139,434-38.8% |
| Participation rate | 95.5% | 73.9%+21.5pp | 68.3%+27.1pp | 80.3%+15.1pp |
| Annual return | 11.09% | 30.38%-19.3pp | 32.77%-21.7pp | 372.94%-361.9pp |
| Employer contribution / active EE | $8,431 | $3,909+115.7% | $2,973+183.5% | $4,751+77.5% |
| Participant deferral / active EE | $7,851 | $5,890+33.3% | $4,567+71.9% | $6,710+17.0% |
| Admin fee / account holder | $6,159 | $8,906-30.8% | $6,412-3.9% | $11,403-46.0% |