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 | $75,268 | $162,781-53.8% | $133,956-43.8% | $158,922-52.6% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 20.41% | 41.94%-21.5pp | 45.09%-24.7pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,196 | $4,975-76.0% | $3,919-69.5% | $4,761-74.9% |
| Participant deferral / active EE | $3,159 | $5,911-46.6% | $5,048-37.4% | $5,982-47.2% |
| Admin fee / account holder | $3,806 | $11,736-67.6% | $8,927-57.4% | $11,246-66.2% |