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 | $67,330 | $60,892+10.6% | $82,389-18.3% | $84,808-20.6% |
| Participation rate | 96.9% | 63.3%+33.6pp | 69.5%+27.3pp | 68.3%+28.6pp |
| Annual return | 16.62% | 37.29%-20.7pp | 28.67%-12.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,647 | $1,779+105.0% | $2,517+44.9% | $2,631+38.6% |
| Participant deferral / active EE | $7,403 | $3,179+132.9% | $4,155+78.2% | $4,212+75.8% |
| Admin fee / account holder | $7,533 | $5,467+37.8% | $7,231+4.2% | $7,344+2.6% |