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 | $72,319 | $106,584-32.1% | $101,326-28.6% | $142,382-49.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 19.75% | 36.93%-17.2pp | 36.82%-17.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,743 | $3,956-30.7% | $3,665-25.2% | $4,299-36.2% |
| Participant deferral / active EE | $4,387 | $8,297-47.1% | $7,994-45.1% | $6,507-32.6% |
| Admin fee / account holder | $406 | $11,446-96.5% | $11,185-96.4% | $12,624-96.8% |