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 | $67,263 | $95,266-29.4% | $82,389-18.4% | $142,382-52.8% |
| Participation rate | 86.4% | 74.5%+11.9pp | 69.5%+16.8pp | 80.1%+6.2pp |
| Annual return | 19.08% | 25.74%-6.7pp | 28.67%-9.6pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,698 | $2,991-9.8% | $2,517+7.2% | $4,299-37.2% |
| Participant deferral / active EE | $5,465 | $4,809+13.6% | $4,155+31.5% | $6,507-16.0% |
| Admin fee / account holder | $448 | $8,563-94.8% | $7,231-93.8% | $12,624-96.4% |