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 | $79,322 | $109,359-27.5% | $162,163-51.1% | $72,985+8.7% |
| Participation rate | 96.7% | 84.3%+12.4pp | 87.6%+9.1pp | 69.5%+27.2pp |
| Annual return | 24.48% | 25.46%-1.0pp | 115.59%-91.1pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,307 | $3,907-41.0% | $5,614-58.9% | $2,440-5.4% |
| Participant deferral / active EE | $3,957 | $5,481-27.8% | $7,298-45.8% | $3,607+9.7% |
| Admin fee / account holder | $9,723 | $7,972+22.0% | $10,843-10.3% | $5,124+89.7% |