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 | $74,869 | $65,041+15.1% | $90,951-17.7% | $79,858-6.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 15.18% | 30.45%-15.3pp | 134.60%-119.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,581 | $1,247+107.0% | $2,122+21.7% | $2,471+4.5% |
| Participant deferral / active EE | $6,908 | $2,512+175.0% | $3,373+104.8% | $3,740+84.7% |
| Admin fee / account holder | $3,882 | $4,536-14.4% | $5,959-34.8% | $5,306-26.8% |