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 | $81,347 | $89,355-9.0% | $141,162-42.4% | $72,985+11.5% |
| Participation rate | 85.5% | 75.1%+10.4pp | 82.5%+3.1pp | 69.5%+16.0pp |
| Annual return | 35.42% | 111.85%-76.4pp | 71.39%-36.0pp | 81.00%-45.6pp |
| Employer contribution / active EE | $1,310 | $3,114-57.9% | $4,735-72.3% | $2,440-46.3% |
| Participant deferral / active EE | $7,210 | $5,418+33.1% | $6,709+7.5% | $3,607+99.9% |
| Admin fee / account holder | $3,470 | $5,958-41.8% | $10,261-66.2% | $5,124-32.3% |