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 | $75,172 | $76,000-1.1% | $154,107-51.2% | $64,186+17.1% |
| Participation rate | 78.6% | 70.4%+8.2pp | 83.0%-4.5pp | 69.6%+9.0pp |
| Annual return | 7.29% | 30.32%-23.0pp | 735.12%-727.8pp | 7.63%-0.3pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,197 | $3,175+158.2% | $5,081+61.3% | $3,470+136.3% |
| Admin fee / account holder | $3,041 | $5,596-45.7% | $13,411-77.3% | $4,888-37.8% |