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 7-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 | $62,286 | $73,933-15.8% | $96,683-35.6% | $75,163-17.1% |
| Participation rate | 85.2% | 66.4%+18.8pp | 74.3%+10.8pp | 67.2%+18.0pp |
| Annual return | 17.35% | 26.70%-9.4pp | 35.69%-18.3pp | 160.62%-143.3pp |
| Employer contribution / active EE | $8,988 | $2,928+207.0% | $3,737+140.5% | $2,670+236.7% |
| Participant deferral / active EE | $5,095 | $3,659+39.2% | $4,878+4.4% | $4,125+23.5% |
| Admin fee / account holder | $4,826 | $5,216-7.5% | $6,730-28.3% | $5,651-14.6% |