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 | $64,037 | $96,484-33.6% | $75,886-15.6% | $152,861-58.1% |
| Participation rate | 93.8% | 76.2%+17.6pp | 69.3%+24.5pp | 82.4%+11.3pp |
| Annual return | 25.80% | 33.98%-8.2pp | 30.76%-5.0pp | 345.32%-319.5pp |
| Employer contribution / active EE | $2,702 | $3,309-18.3% | $2,500+8.1% | $4,762-43.3% |
| Participant deferral / active EE | $7,266 | $4,553+59.6% | $3,603+101.7% | $5,850+24.2% |
| Admin fee / account holder | $587 | $8,078-92.7% | $5,418-89.2% | $11,596-94.9% |