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 | $82,411 | $117,983-30.2% | $101,794-19.0% | $142,382-42.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 11.55% | 36.92%-25.4pp | 30.53%-19.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $767 | $2,773-72.3% | $2,289-66.5% | $4,299-82.1% |
| Participant deferral / active EE | $2,350 | $4,714-50.1% | $4,084-42.5% | $6,507-63.9% |
| Admin fee / account holder | $42,241 | $10,433+304.9% | $8,777+381.3% | $12,624+234.6% |