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 | $83,911 | $165,335-49.2% | $149,696-43.9% | $158,922-47.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 28.02% | 348.15%-320.1pp | 276.60%-248.6pp | 302.83%-274.8pp |
| Employer contribution / active EE | $1,385 | $5,103-72.9% | $4,644-70.2% | $4,761-70.9% |
| Participant deferral / active EE | $3,478 | $7,181-51.6% | $6,842-49.2% | $5,982-41.9% |
| Admin fee / account holder | $3,446 | $10,807-68.1% | $9,309-63.0% | $11,246-69.4% |