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 | $72,860 | $70,428+3.5% | $96,562-24.5% | $85,850-15.1% |
| Participation rate | 92.1% | 61.8%+30.3pp | 69.8%+22.3pp | 69.3%+22.8pp |
| Annual return | 12.34% | 18.59%-6.3pp | 37.78%-25.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $652 | $1,413-53.8% | $2,356-72.3% | $2,565-74.6% |
| Participant deferral / active EE | $2,059 | $2,894-28.9% | $3,849-46.5% | $3,952-47.9% |
| Admin fee / account holder | $2,422 | $4,997-51.5% | $6,181-60.8% | $6,260-61.3% |