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 | $81,596 | $48,046+69.8% | $84,611-3.6% | $72,985+11.8% |
| Participation rate | 85.4% | 57.6%+27.8pp | 68.2%+17.2pp | 69.5%+15.9pp |
| Annual return | 21.32% | 37.38%-16.1pp | 258.74%-237.4pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,699 | $1,602+6.1% | $2,652-35.9% | $2,440-30.4% |
| Participant deferral / active EE | $3,039 | $2,680+13.4% | $3,899-22.1% | $3,607-15.8% |
| Admin fee / account holder | $5,350 | $3,395+57.6% | $4,912+8.9% | $5,124+4.4% |