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 | $68,544 | $65,365+4.9% | $92,893-26.2% | $72,985-6.1% |
| Participation rate | 81.6% | 68.3%+13.3pp | 76.0%+5.6pp | 69.5%+12.1pp |
| Annual return | 19.77% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,275 | $3,128+68.6% | $4,236+24.5% | $3,607+46.2% |
| Admin fee / account holder | $1,987 | $4,251-53.3% | $5,794-65.7% | $5,124-61.2% |