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 | $74,718 | $183,519-59.3% | $155,509-52.0% | $145,922-48.8% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 14.94% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,566 | $5,313-70.5% | $4,672-66.5% | $4,660-66.4% |
| Participant deferral / active EE | $3,322 | $6,462-48.6% | $5,626-40.9% | $6,688-50.3% |
| Admin fee / account holder | $3,109 | $19,313-83.9% | $15,912-80.5% | $13,397-76.8% |