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 | $76,767 | $71,050+8.0% | $93,606-18.0% | $80,856-5.1% |
| Participation rate | 86.0% | 60.4%+25.6pp | 68.7%+17.3pp | 67.6%+18.4pp |
| Annual return | 10.67% | 11.26%-0.6pp | 133.20%-122.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,914 | $1,564+22.4% | $2,420-20.9% | $2,755-30.5% |
| Participant deferral / active EE | $4,061 | $4,034+0.7% | $4,411-7.9% | $4,296-5.5% |
| Admin fee / account holder | $1,678 | $6,945-75.8% | $8,285-79.8% | $6,918-75.8% |