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 | $65,975 | $60,022+9.9% | $88,946-25.8% | $84,808-22.2% |
| Participation rate | 82.2% | 57.8%+24.4pp | 68.8%+13.4pp | 68.3%+13.9pp |
| Annual return | 19.65% | 22.43%-2.8pp | 57.82%-38.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $7,290 | $1,703+328.1% | $2,555+185.3% | $2,631+177.1% |
| Participant deferral / active EE | $9,620 | $3,114+209.0% | $4,581+110.0% | $4,212+128.4% |
| Admin fee / account holder | $3,009 | $4,811-37.4% | $8,261-63.6% | $7,344-59.0% |