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 | $66,821 | $51,175+30.6% | $70,515-5.2% | $75,163-11.1% |
| Participation rate | 89.5% | 60.9%+28.5pp | 68.3%+21.1pp | 67.2%+22.3pp |
| Annual return | 29.83% | 30.02%-0.2pp | 32.77%-2.9pp | 160.62%-130.8pp |
| Employer contribution / active EE | $2,323 | $1,826+27.2% | $2,973-21.9% | $2,670-13.0% |
| Participant deferral / active EE | $10,121 | $2,849+255.2% | $4,567+121.6% | $4,125+145.4% |
| Admin fee / account holder | $6,998 | $4,091+71.1% | $6,412+9.1% | $5,651+23.8% |