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 | $85,575 | $65,041+31.6% | $90,951-5.9% | $79,858+7.2% |
| Participation rate | 79.3% | 61.6%+17.7pp | 69.0%+10.3pp | 69.6%+9.7pp |
| Annual return | 11.48% | 30.45%-19.0pp | 134.60%-123.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,421 | $1,247+13.9% | $2,122-33.0% | $2,471-42.5% |
| Participant deferral / active EE | $2,687 | $2,512+7.0% | $3,373-20.3% | $3,740-28.2% |
| Admin fee / account holder | $1,555 | $4,536-65.7% | $5,959-73.9% | $5,306-70.7% |