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 | $70,924 | $179,726-60.5% | $156,263-54.6% | $142,382-50.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 14.82% | 77.86%-63.0pp | 59.47%-44.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,621 | $5,069-48.3% | $4,333-39.5% | $4,299-39.0% |
| Participant deferral / active EE | $7,522 | $6,956+8.1% | $6,158+22.1% | $6,507+15.6% |
| Admin fee / account holder | $3,589 | $17,272-79.2% | $14,255-74.8% | $12,624-71.6% |