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 | $82,043 | $77,899+5.3% | $149,673-45.2% | $75,163+9.2% |
| Participation rate | 82.1% | 65.6%+16.5pp | 78.8%+3.3pp | 67.2%+14.9pp |
| Annual return | 16.39% | 31.72%-15.3pp | 134.42%-118.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,916 | $3,137-38.9% | $4,818-60.2% | $2,670-28.2% |
| Participant deferral / active EE | $3,770 | $3,411+10.5% | $5,680-33.6% | $4,125-8.6% |
| Admin fee / account holder | $4,357 | $5,956-26.8% | $13,210-67.0% | $5,651-22.9% |