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 | $76,501 | $185,822-58.8% | $169,993-55.0% | $139,434-45.1% |
| Participation rate | 90.5% | 87.8%+2.7pp | 87.0%+3.5pp | 80.3%+10.2pp |
| Annual return | 15.00% | 60.50%-45.5pp | 53.37%-38.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $4,752 | $7,590-37.4% | $6,785-30.0% | $4,7510% |
| Participant deferral / active EE | $8,280 | $11,622-28.8% | $10,408-20.4% | $6,710+23.4% |
| Admin fee / account holder | $308 | $15,381-98.0% | $12,815-97.6% | $11,403-97.3% |