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 | $71,020 | $64,324+10.4% | $118,925-40.3% | $79,858-11.1% |
| Participation rate | 86.2% | 64.9%+21.4pp | 75.4%+10.8pp | 69.6%+16.6pp |
| Annual return | 10.59% | 86.45%-75.9pp | 35.88%-25.3pp | 31.71%-21.1pp |
| Employer contribution / active EE | $3,760 | $1,836+104.8% | $3,263+15.3% | $2,471+52.2% |
| Participant deferral / active EE | $6,948 | $2,824+146.1% | $4,265+62.9% | $3,740+85.8% |
| Admin fee / account holder | $1,103 | $4,040-72.7% | $6,581-83.2% | $5,306-79.2% |