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 | $72,584 | $201,272-63.9% | $184,203-60.6% | $145,922-50.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 12.36% | 29.00%-16.6pp | 28.81%-16.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,041 | $7,022-56.7% | $6,427-52.7% | $4,660-34.7% |
| Participant deferral / active EE | $9,831 | $9,806+0.3% | $9,131+7.7% | $6,688+47.0% |
| Admin fee / account holder | $37,585 | $16,364+129.7% | $13,901+170.4% | $13,397+180.5% |