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 | $82,618 | $64,839+27.4% | $95,585-13.6% | $84,808-2.6% |
| Participation rate | 75.0% | 63.8%+11.2pp | 72.1%+2.9pp | 68.3%+6.7pp |
| Annual return | 14.16% | -670.96%+685.1pp | 38.56%-24.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,251 | $1,759+28.0% | $2,527-10.9% | $2,631-14.5% |
| Participant deferral / active EE | $7,085 | $2,965+139.0% | $4,023+76.1% | $4,212+68.2% |
| Admin fee / account holder | $764 | $5,964-87.2% | $6,127-87.5% | $7,344-89.6% |