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 5-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 | $69,882 | $64,839+7.8% | $95,585-26.9% | $84,808-17.6% |
| Participation rate | 82.1% | 63.8%+18.3pp | 72.1%+10.1pp | 68.3%+13.8pp |
| Annual return | 16.27% | -670.96%+687.2pp | 38.56%-22.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,372 | $1,759+34.8% | $2,527-6.1% | $2,631-9.9% |
| Participant deferral / active EE | $3,931 | $2,965+32.6% | $4,023-2.3% | $4,212-6.7% |
| Admin fee / account holder | $2,742 | $5,964-54.0% | $6,127-55.3% | $7,344-62.7% |