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 | $69,278 | $104,974-34.0% | $95,585-27.5% | $142,382-51.3% |
| Participation rate | 82.6% | 75.0%+7.6pp | 72.1%+10.5pp | 80.1%+2.5pp |
| Annual return | 16.40% | 210.33%-193.9pp | 38.56%-22.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,687 | $2,779-39.3% | $2,527-33.2% | $4,299-60.8% |
| Participant deferral / active EE | $7,397 | $4,352+70.0% | $4,023+83.9% | $6,507+13.7% |
| Admin fee / account holder | $1,991 | $6,386-68.8% | $6,127-67.5% | $12,624-84.2% |