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 | $69,075 | $228,332-69.7% | $185,823-62.8% | $158,922-56.5% |
| Participation rate | 72.7% | 82.3%-9.6pp | 78.0%-5.3pp | 82.0%-9.2pp |
| Annual return | 22.90% | 40.80%-17.9pp | 35.95%-13.1pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,121 | $4,967-77.4% | $4,087-72.6% | $4,761-76.5% |
| Participant deferral / active EE | $3,486 | $6,415-45.6% | $5,632-38.1% | $5,982-41.7% |
| Admin fee / account holder | $1,335 | $11,864-88.7% | $9,500-85.9% | $11,246-88.1% |