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 | $75,282 | $162,781-53.8% | $133,956-43.8% | $158,922-52.6% |
| Participation rate | 88.2% | 83.2%+5.0pp | 79.8%+8.4pp | 82.0%+6.3pp |
| Annual return | 17.40% | 41.94%-24.5pp | 45.09%-27.7pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,615 | $4,975-47.4% | $3,919-33.3% | $4,761-45.1% |
| Participant deferral / active EE | $5,967 | $5,911+0.9% | $5,048+18.2% | $5,982-0.3% |
| Admin fee / account holder | $3,691 | $11,736-68.6% | $8,927-58.7% | $11,246-67.2% |