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 | $67,965 | $25,014+171.7% | $69,647-2.4% | $80,856-15.9% |
| Participation rate | 79.6% | 64.2%+15.4pp | 66.5%+13.2pp | 67.6%+12.0pp |
| Annual return | 13.35% | 19.07%-5.7pp | 100.48%-87.1pp | 35.59%-22.2pp |
| Employer contribution / active EE | $381 | $993-61.6% | $1,712-77.7% | $2,755-86.2% |
| Participant deferral / active EE | $2,343 | $1,839+27.4% | $2,886-18.8% | $4,296-45.5% |
| Admin fee / account holder | $2,711 | $2,488+9.0% | $4,713-42.5% | $6,918-60.8% |