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 | $89,317 | $179,726-50.3% | $156,263-42.8% | $142,382-37.3% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.9%-5.2pp | 80.1%-6.4pp |
| Annual return | 17.57% | 77.86%-60.3pp | 59.47%-41.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,234 | $5,069-55.9% | $4,333-48.5% | $4,299-48.0% |
| Participant deferral / active EE | $4,693 | $6,956-32.5% | $6,158-23.8% | $6,507-27.9% |
| Admin fee / account holder | $78,450 | $17,272+354.2% | $14,255+450.3% | $12,624+521.4% |