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 | $71,469 | $118,427-39.7% | $66,042+8.2% | $142,382-49.8% |
| Participation rate | 87.5% | 68.1%+19.4pp | 67.5%+20.0pp | 80.1%+7.4pp |
| Annual return | 14.93% | 35.57%-20.6pp | 52.11%-37.2pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,631 | $2,570+119.1% | $1,579+256.6% | $4,299+31.0% |
| Participant deferral / active EE | $750 | $4,311-82.6% | $2,835-73.5% | $6,507-88.5% |
| Admin fee / account holder | $1,210 | $9,593-87.4% | $5,747-78.9% | $12,624-90.4% |