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 | $67,254 | $162,781-58.7% | $133,956-49.8% | $158,922-57.7% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 10.92% | 41.94%-31.0pp | 45.09%-34.2pp | 302.83%-291.9pp |
| Employer contribution / active EE | $6,308 | $4,975+26.8% | $3,919+61.0% | $4,761+32.5% |
| Participant deferral / active EE | $16,099 | $5,911+172.4% | $5,048+218.9% | $5,982+169.1% |
| Admin fee / account holder | $25,547 | $11,736+117.7% | $8,927+186.2% | $11,246+127.2% |