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 | $84,067 | $65,365+28.6% | $92,893-9.5% | $72,985+15.2% |
| Participation rate | 88.9% | 68.3%+20.6pp | 76.0%+12.9pp | 69.5%+19.4pp |
| Annual return | 26.58% | 42.10%-15.5pp | 109.41%-82.8pp | 81.00%-54.4pp |
| Employer contribution / active EE | $2,289 | $2,594-11.8% | $3,653-37.3% | $2,440-6.2% |
| Participant deferral / active EE | $5,019 | $3,128+60.4% | $4,236+18.5% | $3,607+39.1% |
| Admin fee / account holder | $5,433 | $4,251+27.8% | $5,794-6.2% | $5,124+6.0% |