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 7-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 | $64,702 | $58,512+10.6% | $84,015-23.0% | $72,985-11.3% |
| Participation rate | 83.8% | 61.2%+22.6pp | 69.0%+14.8pp | 69.5%+14.3pp |
| Annual return | 16.75% | 28.93%-12.2pp | 71.31%-54.6pp | 81.00%-64.3pp |
| Employer contribution / active EE | $3,078 | $1,163+164.6% | $1,983+55.2% | $2,440+26.1% |
| Participant deferral / active EE | $4,941 | $2,394+106.4% | $3,239+52.6% | $3,607+37.0% |
| Admin fee / account holder | $3,074 | $4,569-32.7% | $6,101-49.6% | $5,124-40.0% |