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 | $83,946 | $162,781-48.4% | $133,956-37.3% | $158,922-47.2% |
| Participation rate | 78.6% | 83.2%-4.6pp | 79.8%-1.3pp | 82.0%-3.4pp |
| Annual return | 7.70% | 41.94%-34.2pp | 45.09%-37.4pp | 302.83%-295.1pp |
| Employer contribution / active EE | $2,119 | $4,975-57.4% | $3,919-45.9% | $4,761-55.5% |
| Participant deferral / active EE | $4,756 | $5,911-19.5% | $5,048-5.8% | $5,982-20.5% |
| Admin fee / account holder | $1,108 | $11,736-90.6% | $8,927-87.6% | $11,246-90.1% |