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 | $80,339 | $100,901-20.4% | $75,670+6.2% | $147,584-45.6% |
| Participation rate | 86.7% | 77.1%+9.5pp | 72.3%+14.3pp | 82.8%+3.8pp |
| Annual return | 14.11% | 35.78%-21.7pp | 27.34%-13.2pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,742 | $3,253-46.5% | $2,352-25.9% | $4,876-64.3% |
| Participant deferral / active EE | $4,825 | $4,027+19.8% | $3,142+53.5% | $5,439-11.3% |
| Admin fee / account holder | $2,587 | $11,285-77.1% | $5,800-55.4% | $10,885-76.2% |