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 | $76,792 | $104,974-26.8% | $95,585-19.7% | $142,382-46.1% |
| Participation rate | 76.2% | 75.0%+1.2pp | 72.1%+4.1pp | 80.1%-3.9pp |
| Annual return | 12.09% | 210.33%-198.2pp | 38.56%-26.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,657 | $2,779-40.4% | $2,527-34.4% | $4,299-61.5% |
| Participant deferral / active EE | $3,026 | $4,352-30.5% | $4,023-24.8% | $6,507-53.5% |
| Admin fee / account holder | $3,630 | $6,386-43.2% | $6,127-40.8% | $12,624-71.2% |