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 | $55,890 | $177,572-68.5% | $154,803-63.9% | $142,382-60.7% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 19.82% | 65.07%-45.2pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,606 | $4,810-66.6% | $4,305-62.7% | $4,299-62.6% |
| Participant deferral / active EE | $5,047 | $6,272-19.5% | $5,540-8.9% | $6,507-22.4% |
| Admin fee / account holder | $1,484 | $16,786-91.2% | $14,329-89.6% | $12,624-88.2% |