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 | $80,974 | $73,933+9.5% | $96,683-16.2% | $75,163+7.7% |
| Participation rate | 97.8% | 66.4%+31.4pp | 74.3%+23.4pp | 67.2%+30.6pp |
| Annual return | 16.38% | 26.70%-10.3pp | 35.69%-19.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,809 | $2,928+30.1% | $3,737+1.9% | $2,670+42.7% |
| Participant deferral / active EE | $7,346 | $3,659+100.8% | $4,878+50.6% | $4,125+78.1% |
| Admin fee / account holder | $3,408 | $5,216-34.7% | $6,730-49.4% | $5,651-39.7% |