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 | $79,765 | $58,512+36.3% | $84,015-5.1% | $72,985+9.3% |
| Participation rate | 92.6% | 61.2%+31.4pp | 69.0%+23.6pp | 69.5%+23.1pp |
| Annual return | 22.18% | 28.93%-6.8pp | 71.31%-49.1pp | 81.00%-58.8pp |
| Employer contribution / active EE | $320 | $1,163-72.5% | $1,983-83.9% | $2,440-86.9% |
| Participant deferral / active EE | $3,552 | $2,394+48.4% | $3,239+9.7% | $3,607-1.5% |
| Admin fee / account holder | $753 | $4,569-83.5% | $6,101-87.7% | $5,124-85.3% |