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 | $59,523 | $45,073+32.1% | $69,455-14.3% | $72,985-18.4% |
| Participation rate | 98.3% | 68.5%+29.8pp | 74.6%+23.7pp | 69.5%+28.8pp |
| Annual return | 18.71% | 22.65%-3.9pp | 28.97%-10.3pp | 81.00%-62.3pp |
| Employer contribution / active EE | $4,309 | $2,054+109.8% | $2,779+55.1% | $2,440+76.6% |
| Participant deferral / active EE | $4,239 | $2,602+62.9% | $3,535+19.9% | $3,607+17.5% |
| Admin fee / account holder | $1,212 | $3,056-60.3% | $3,839-68.4% | $5,124-76.3% |