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 | $68,399 | $217,402-68.5% | $185,823-63.2% | $167,490-59.2% |
| Participation rate | 73.7% | 86.0%-12.4pp | 81.7%-8.0pp | 82.1%-8.4pp |
| Annual return | 16.96% | 148.36%-131.4pp | 122.05%-105.1pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,840 | $5,873-68.7% | $5,167-64.4% | $4,837-62.0% |
| Participant deferral / active EE | $3,479 | $6,356-45.3% | $5,568-37.5% | $6,341-45.1% |
| Admin fee / account holder | $1,403 | $19,811-92.9% | $16,237-91.4% | $12,309-88.6% |