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 | $74,737 | $65,365+14.3% | $92,893-19.5% | $72,985+2.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.36% | 42.10%-19.7pp | 109.41%-87.1pp | 81.00%-58.6pp |
| Employer contribution / active EE | $6,980 | $2,594+169.1% | $3,653+91.1% | $2,440+186.1% |
| Participant deferral / active EE | $6,339 | $3,128+102.6% | $4,236+49.6% | $3,607+75.7% |
| Admin fee / account holder | $4,721 | $4,251+11.1% | $5,794-18.5% | $5,124-7.9% |