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 | $73,024 | $91,037-19.8% | $71,671+1.9% | $147,584-50.5% |
| Participation rate | 93.3% | 76.1%+17.2pp | 68.7%+24.6pp | 82.8%+10.5pp |
| Annual return | 14.58% | 20.48%-5.9pp | 20.65%-6.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $5,034 | $3,327+51.3% | $2,460+104.7% | $4,876+3.2% |
| Participant deferral / active EE | $9,645 | $4,498+114.4% | $3,438+180.6% | $5,439+77.3% |
| Admin fee / account holder | $3,028 | $8,613-64.8% | $5,558-45.5% | $10,885-72.2% |