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 | $80,403 | $117,841-31.8% | $102,423-21.5% | $145,922-44.9% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 15.54% | 31.65%-16.1pp | 29.32%-13.8pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,373 | $3,615-62.0% | $3,023-54.6% | $4,660-70.5% |
| Participant deferral / active EE | $7,098 | $5,731+23.8% | $5,053+40.5% | $6,688+6.1% |
| Admin fee / account holder | $3,218 | $13,326-75.9% | $9,451-66.0% | $13,397-76.0% |