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 | $65,635 | $65,041+0.9% | $90,951-27.8% | $79,858-17.8% |
| Participation rate | 83.0% | 61.6%+21.4pp | 69.0%+14.0pp | 69.6%+13.3pp |
| Annual return | 11.06% | 30.45%-19.4pp | 134.60%-123.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $799 | $1,247-35.9% | $2,122-62.3% | $2,471-67.7% |
| Participant deferral / active EE | $4,732 | $2,512+88.4% | $3,373+40.3% | $3,740+26.5% |
| Admin fee / account holder | $4,483 | $4,536-1.2% | $5,959-24.8% | $5,306-15.5% |