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 | $89,696 | $124,319-27.8% | $111,297-19.4% | $167,490-46.4% |
| Participation rate | 76.9% | 79.6%-2.7pp | 77.3%-0.4pp | 82.1%-5.2pp |
| Annual return | 12.66% | 37.44%-24.8pp | 54.65%-42.0pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,534 | $3,435-26.2% | $2,731-7.2% | $4,837-47.6% |
| Participant deferral / active EE | $4,939 | $5,180-4.7% | $4,487+10.1% | $6,341-22.1% |
| Admin fee / account holder | $1,575 | $10,618-85.2% | $7,964-80.2% | $12,309-87.2% |