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 | $86,062 | $179,726-52.1% | $156,263-44.9% | $142,382-39.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 15.17% | 77.86%-62.7pp | 59.47%-44.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,624 | $5,069-48.2% | $4,333-39.5% | $4,299-39.0% |
| Participant deferral / active EE | $7,785 | $6,956+11.9% | $6,158+26.4% | $6,507+19.6% |
| Admin fee / account holder | $3,184 | $17,272-81.6% | $14,255-77.7% | $12,624-74.8% |