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 | $82,678 | $63,346+30.5% | $92,233-10.4% | $70,131+17.9% |
| Participation rate | 90.0% | 68.7%+21.3pp | 76.5%+13.5pp | 69.5%+20.5pp |
| Annual return | 17.90% | 530.12%-512.2pp | 176.28%-158.4pp | 73.14%-55.2pp |
| Employer contribution / active EE | $3,926 | $2,471+58.9% | $3,679+6.7% | $2,342+67.6% |
| Participant deferral / active EE | $8,426 | $2,854+195.2% | $3,897+116.2% | $3,332+152.9% |
| Admin fee / account holder | $3,084 | $3,840-19.7% | $5,194-40.6% | $4,645-33.6% |