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 | $65,569 | $106,515-38.4% | $96,683-32.2% | $139,434-53.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 12.39% | 38.43%-26.0pp | 35.69%-23.3pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,341 | $4,103-67.3% | $3,737-64.1% | $4,751-71.8% |
| Participant deferral / active EE | $5,721 | $5,454+4.9% | $4,878+17.3% | $6,710-14.7% |
| Admin fee / account holder | $929 | $7,877-88.2% | $6,730-86.2% | $11,403-91.9% |