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 | $67,618 | $58,512+15.6% | $84,015-19.5% | $72,985-7.4% |
| Participation rate | 83.0% | 61.2%+21.8pp | 69.0%+14.0pp | 69.5%+13.5pp |
| Annual return | 21.06% | 28.93%-7.9pp | 71.31%-50.2pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,445 | $1,163+110.2% | $1,983+23.3% | $2,440+0.2% |
| Participant deferral / active EE | $4,316 | $2,394+80.3% | $3,239+33.3% | $3,607+19.6% |
| Admin fee / account holder | $1,772 | $4,569-61.2% | $6,101-71.0% | $5,124-65.4% |