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 | $79,060 | $78,672+0.5% | $109,143-27.6% | $85,850-7.9% |
| Participation rate | 76.0% | 68.3%+7.7pp | 75.9%+0.1pp | 69.3%+6.7pp |
| Annual return | 19.99% | 25.09%-5.1pp | 25.75%-5.8pp | 318.53%-298.5pp |
| Employer contribution / active EE | $2,874 | $2,735+5.1% | $3,722-22.8% | $2,565+12.0% |
| Participant deferral / active EE | $4,788 | $3,467+38.1% | $4,653+2.9% | $3,952+21.2% |
| Admin fee / account holder | $3,497 | $5,469-36.1% | $6,752-48.2% | $6,260-44.1% |