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 | $73,953 | $152,587-51.5% | $125,175-40.9% | $152,861-51.6% |
| Participation rate | 76.9% | 83.3%-6.4pp | 79.8%-2.9pp | 82.4%-5.5pp |
| Annual return | 18.13% | 54.84%-36.7pp | 43.79%-25.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,370 | $4,946-52.1% | $3,865-38.7% | $4,762-50.2% |
| Participant deferral / active EE | $5,720 | $5,868-2.5% | $4,937+15.9% | $5,850-2.2% |
| Admin fee / account holder | $1,689 | $13,434-87.4% | $9,702-82.6% | $11,596-85.4% |