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 | $67,712 | $115,770-41.5% | $101,248-33.1% | $158,922-57.4% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 18.55% | 56.14%-37.6pp | 46.47%-27.9pp | 302.83%-284.3pp |
| Employer contribution / active EE | $5,625 | $4,175+34.7% | $3,660+53.7% | $4,761+18.1% |
| Participant deferral / active EE | $1,437 | $4,957-71.0% | $4,370-67.1% | $5,982-76.0% |
| Admin fee / account holder | $15,096 | $7,245+108.4% | $5,945+153.9% | $11,246+34.2% |