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 | $81,465 | $78,705+3.5% | $117,854-30.9% | $70,131+16.2% |
| Participation rate | 85.2% | 73.2%+12.0pp | 79.7%+5.5pp | 69.5%+15.6pp |
| Annual return | 13.99% | 23.30%-9.3pp | 335.08%-321.1pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,852 | $2,223-16.7% | $3,786-51.1% | $2,342-20.9% |
| Participant deferral / active EE | $1,560 | $3,297-52.7% | $4,482-65.2% | $3,332-53.2% |
| Admin fee / account holder | $1,206 | $5,065-76.2% | $8,020-85.0% | $4,645-74.0% |