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 | $82,835 | $93,571-11.5% | $135,903-39.0% | $75,163+10.2% |
| Participation rate | 81.6% | 75.2%+6.4pp | 81.9%-0.3pp | 67.2%+14.4pp |
| Annual return | 18.28% | 30.90%-12.6pp | 68.23%-50.0pp | 160.62%-142.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $12,356 | $6,404+92.9% | $7,758+59.3% | $4,125+199.5% |
| Admin fee / account holder | $19,208 | $6,975+175.4% | $10,762+78.5% | $5,651+239.9% |