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 | $84,579 | $63,346+33.5% | $92,233-8.3% | $70,131+20.6% |
| Participation rate | 81.0% | 68.7%+12.3pp | 76.5%+4.5pp | 69.5%+11.4pp |
| Annual return | 17.19% | 530.12%-512.9pp | 176.28%-159.1pp | 73.14%-55.9pp |
| Employer contribution / active EE | $3,249 | $2,471+31.5% | $3,679-11.7% | $2,342+38.7% |
| Participant deferral / active EE | $4,191 | $2,854+46.8% | $3,897+7.5% | $3,332+25.8% |
| Admin fee / account holder | $1,962 | $3,840-48.9% | $5,194-62.2% | $4,645-57.8% |