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 | $79,242 | $85,022-6.8% | $70,515+12.4% | $139,434-43.2% |
| Participation rate | 76.9% | 73.9%+3.0pp | 68.3%+8.6pp | 80.3%-3.4pp |
| Annual return | 16.01% | 30.38%-14.4pp | 32.77%-16.8pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,245 | $3,909-68.2% | $2,973-58.1% | $4,751-73.8% |
| Participant deferral / active EE | $3,160 | $5,890-46.4% | $4,567-30.8% | $6,710-52.9% |
| Admin fee / account holder | $1,319 | $8,906-85.2% | $6,412-79.4% | $11,403-88.4% |