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 | $77,820 | $69,207+12.4% | $64,056+21.5% | $139,434-44.2% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 20.91% | 45.88%-25.0pp | 33.69%-12.8pp | 372.94%-352.0pp |
| Employer contribution / active EE | $7,510 | $3,182+136.0% | $2,747+173.5% | $4,751+58.1% |
| Participant deferral / active EE | $3,921 | $4,682-16.2% | $3,880+1.1% | $6,710-41.6% |
| Admin fee / account holder | $423 | $4,244-90.0% | $3,068-86.2% | $11,403-96.3% |