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 | $76,815 | $157,256-51.2% | $141,162-45.6% | $152,861-49.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 22.92% | 64.32%-41.4pp | 71.39%-48.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,561 | $5,261-70.3% | $4,735-67.0% | $4,762-67.2% |
| Participant deferral / active EE | $6,274 | $7,109-11.8% | $6,709-6.5% | $5,850+7.2% |
| Admin fee / account holder | $504 | $12,120-95.8% | $10,261-95.1% | $11,596-95.7% |