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 | $84,679 | $65,041+30.2% | $90,951-6.9% | $79,858+6.0% |
| Participation rate | 80.6% | 61.6%+19.0pp | 69.0%+11.6pp | 69.6%+11.0pp |
| Annual return | 21.84% | 30.45%-8.6pp | 134.60%-112.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $3,938 | $1,247+215.8% | $2,122+85.6% | $2,471+59.4% |
| Participant deferral / active EE | $8,020 | $2,512+219.3% | $3,373+137.8% | $3,740+114.4% |
| Admin fee / account holder | $15,023 | $4,536+231.2% | $5,959+152.1% | $5,306+183.1% |