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 | $75,283 | $228,332-67.0% | $185,823-59.5% | $158,922-52.6% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.0%-8.0pp | 82.0%-12.0pp |
| Annual return | 15.87% | 40.80%-24.9pp | 35.95%-20.1pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,231 | $4,967-55.1% | $4,087-45.4% | $4,761-53.2% |
| Participant deferral / active EE | $8,146 | $6,415+27.0% | $5,632+44.6% | $5,982+36.2% |
| Admin fee / account holder | $6,409 | $11,864-46.0% | $9,500-32.5% | $11,246-43.0% |