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 | $60,514 | $157,256-61.5% | $141,162-57.1% | $152,861-60.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 18.15% | 64.32%-46.2pp | 71.39%-53.2pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,877 | $5,261-45.3% | $4,735-39.2% | $4,762-39.6% |
| Participant deferral / active EE | $7,991 | $7,109+12.4% | $6,709+19.1% | $5,850+36.6% |
| Admin fee / account holder | $3,384 | $12,120-72.1% | $10,261-67.0% | $11,596-70.8% |