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 8-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 | $58,211 | $57,541+1.2% | $95,745-39.2% | $75,163-22.6% |
| Participation rate | 75.9% | 62.5%+13.3pp | 72.3%+3.6pp | 67.2%+8.7pp |
| Annual return | 14.11% | 34.93%-20.8pp | 28.35%-14.2pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,174 | $1,808+20.3% | $2,835-23.3% | $2,670-18.6% |
| Participant deferral / active EE | $4,548 | $3,074+48.0% | $4,245+7.2% | $4,125+10.3% |
| Admin fee / account holder | $1,494 | $4,099-63.6% | $5,678-73.7% | $5,651-73.6% |