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 | $73,997 | $228,332-67.6% | $185,823-60.2% | $158,922-53.4% |
| Participation rate | 70.8% | 82.3%-11.5pp | 78.0%-7.2pp | 82.0%-11.1pp |
| Annual return | 17.89% | 40.80%-22.9pp | 35.95%-18.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,719 | $6,415-42.0% | $5,632-34.0% | $5,982-37.8% |
| Admin fee / account holder | $994 | $11,864-91.6% | $9,500-89.5% | $11,246-91.2% |