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 | $76,666 | $71,050+7.9% | $93,606-18.1% | $80,856-5.2% |
| Participation rate | 96.4% | 60.4%+36.0pp | 68.7%+27.7pp | 67.6%+28.8pp |
| Annual return | 14.86% | 11.26%+3.6pp | 133.20%-118.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $694 | $1,564-55.6% | $2,420-71.3% | $2,755-74.8% |
| Participant deferral / active EE | $6,304 | $4,034+56.3% | $4,411+42.9% | $4,296+46.8% |
| Admin fee / account holder | $7,151 | $6,945+3.0% | $8,285-13.7% | $6,918+3.4% |