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 | $72,522 | $63,764+13.7% | $81,930-11.5% | $79,858-9.2% |
| Participation rate | 81.8% | 67.5%+14.3pp | 72.0%+9.8pp | 69.6%+12.2pp |
| Annual return | 12.31% | 22.66%-10.4pp | 29.49%-17.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,693 | $1,795-5.7% | $4,310-60.7% | $2,471-31.5% |
| Participant deferral / active EE | $4,171 | $2,780+50.0% | $7,107-41.3% | $3,740+11.5% |
| Admin fee / account holder | $9,599 | $4,426+116.9% | $5,158+86.1% | $5,306+80.9% |