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 | $81,344 | $165,335-50.8% | $149,696-45.7% | $158,922-48.8% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 15.70% | 348.15%-332.4pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $7,418 | $5,103+45.4% | $4,644+59.7% | $4,761+55.8% |
| Participant deferral / active EE | $7,916 | $7,181+10.2% | $6,842+15.7% | $5,982+32.3% |
| Admin fee / account holder | $750 | $10,807-93.1% | $9,309-91.9% | $11,246-93.3% |