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 | $82,163 | $165,335-50.3% | $149,696-45.1% | $158,922-48.3% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 24.24% | 348.15%-323.9pp | 276.60%-252.4pp | 302.83%-278.6pp |
| Employer contribution / active EE | $3,809 | $5,103-25.4% | $4,644-18.0% | $4,761-20.0% |
| Participant deferral / active EE | $6,931 | $7,181-3.5% | $6,842+1.3% | $5,982+15.9% |
| Admin fee / account holder | $7,771 | $10,807-28.1% | $9,309-16.5% | $11,246-30.9% |