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 | $57,346 | $65,365-12.3% | $92,893-38.3% | $72,985-21.4% |
| Participation rate | 80.0% | 68.3%+11.7pp | 76.0%+4.0pp | 69.5%+10.5pp |
| Annual return | 18.21% | 42.10%-23.9pp | 109.41%-91.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $10,327 | $2,594+298.1% | $3,653+182.7% | $2,440+323.3% |
| Participant deferral / active EE | $4,425 | $3,128+41.5% | $4,236+4.5% | $3,607+22.7% |
| Admin fee / account holder | $2,264 | $4,251-46.8% | $5,794-60.9% | $5,124-55.8% |