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 | $57,456 | $58,512-1.8% | $84,015-31.6% | $72,985-21.3% |
| Participation rate | 81.1% | 61.2%+19.9pp | 69.0%+12.1pp | 69.5%+11.6pp |
| Annual return | 28.83% | 28.93%-0.1pp | 71.31%-42.5pp | 81.00%-52.2pp |
| Employer contribution / active EE | $3,556 | $1,163+205.8% | $1,983+79.3% | $2,440+45.8% |
| Participant deferral / active EE | $6,762 | $2,394+182.5% | $3,239+108.8% | $3,607+87.5% |
| Admin fee / account holder | $2,726 | $4,569-40.3% | $6,101-55.3% | $5,124-46.8% |