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 | $73,270 | $127,065-42.3% | $113,168-35.3% | $142,382-48.5% |
| Participation rate | 94.4% | 79.2%+15.2pp | 76.6%+17.9pp | 80.1%+14.3pp |
| Annual return | 16.11% | 24.03%-7.9pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,889 | $3,442+13.0% | $2,975+30.7% | $4,299-9.5% |
| Participant deferral / active EE | $8,278 | $5,716+44.8% | $5,107+62.1% | $6,507+27.2% |
| Admin fee / account holder | $6,659 | $15,736-57.7% | $12,068-44.8% | $12,624-47.2% |