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 | $79,052 | $67,411+17.3% | $91,001-13.1% | $70,131+12.7% |
| Participation rate | 91.2% | 71.4%+19.8pp | 75.6%+15.6pp | 69.5%+21.6pp |
| Annual return | 13.31% | -40.16%+53.5pp | 4.60%+8.7pp | 73.14%-59.8pp |
| Employer contribution / active EE | $532 | $1,786-70.2% | $2,456-78.3% | $2,342-77.3% |
| Participant deferral / active EE | $3,556 | $2,823+26.0% | $3,547+0.2% | $3,332+6.7% |
| Admin fee / account holder | $8,231 | $4,236+94.3% | $5,417+52.0% | $4,645+77.2% |