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 | $73,139 | $177,572-58.8% | $154,803-52.8% | $142,382-48.6% |
| Participation rate | 79.2% | 82.1%-2.9pp | 78.1%+1.1pp | 80.1%-1.0pp |
| Annual return | 20.19% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $998 | $4,810-79.3% | $4,305-76.8% | $4,299-76.8% |
| Participant deferral / active EE | $4,360 | $6,272-30.5% | $5,540-21.3% | $6,507-33.0% |
| Admin fee / account holder | $1,436 | $16,786-91.4% | $14,329-90.0% | $12,624-88.6% |