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 | $75,787 | $165,335-54.2% | $149,696-49.4% | $158,922-52.3% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 17.25% | 348.15%-330.9pp | 276.60%-259.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $4,773 | $5,103-6.5% | $4,644+2.8% | $4,761+0.3% |
| Participant deferral / active EE | $6,166 | $7,181-14.1% | $6,842-9.9% | $5,982+3.1% |
| Admin fee / account holder | $2,659 | $10,807-75.4% | $9,309-71.4% | $11,246-76.4% |