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 | $84,499 | $124,281-32.0% | $109,143-22.6% | $167,490-49.6% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 14.66% | 26.04%-11.4pp | 25.75%-11.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $8,745 | $4,207+107.8% | $3,722+134.9% | $4,837+80.8% |
| Participant deferral / active EE | $6,644 | $5,255+26.4% | $4,653+42.8% | $6,341+4.8% |
| Admin fee / account holder | $3,465 | $7,970-56.5% | $6,752-48.7% | $12,309-71.8% |