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 | $80,094 | $149,734-46.5% | $118,925-32.7% | $158,922-49.6% |
| Participation rate | 88.2% | 82.1%+6.2pp | 75.4%+12.9pp | 82.0%+6.3pp |
| Annual return | 15.05% | 19.95%-4.9pp | 35.88%-20.8pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,791 | $4,115-32.2% | $3,263-14.5% | $4,761-41.4% |
| Participant deferral / active EE | $5,787 | $5,223+10.8% | $4,265+35.7% | $5,982-3.3% |
| Admin fee / account holder | $2,703 | $8,603-68.6% | $6,581-58.9% | $11,246-76.0% |