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 | $63,044 | $53,822+17.1% | $75,696-16.7% | $85,850-26.6% |
| Participation rate | 79.3% | 69.1%+10.2pp | 74.8%+4.5pp | 69.3%+10.0pp |
| Annual return | 20.20% | 24.54%-4.3pp | 104.53%-84.3pp | 318.53%-298.3pp |
| Employer contribution / active EE | $767 | $2,017-62.0% | $2,743-72.0% | $2,565-70.1% |
| Participant deferral / active EE | $1,496 | $2,895-48.3% | $3,821-60.9% | $3,952-62.1% |
| Admin fee / account holder | $4,120 | $3,343+23.3% | $3,619+13.8% | $6,260-34.2% |