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 | $94,652 | $179,726-47.3% | $156,263-39.4% | $142,382-33.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 17.22% | 77.86%-60.6pp | 59.47%-42.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,099 | $5,069-58.6% | $4,333-51.6% | $4,299-51.2% |
| Participant deferral / active EE | $4,809 | $6,956-30.9% | $6,158-21.9% | $6,507-26.1% |
| Admin fee / account holder | $605 | $17,272-96.5% | $14,255-95.8% | $12,624-95.2% |