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 | $79,708 | $117,841-32.4% | $102,423-22.2% | $145,922-45.4% |
| Participation rate | 70.8% | 78.6%-7.8pp | 76.5%-5.7pp | 80.3%-9.4pp |
| Annual return | 10.92% | 31.65%-20.7pp | 29.32%-18.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,512 | $3,615-58.2% | $3,023-50.0% | $4,660-67.5% |
| Participant deferral / active EE | $4,345 | $5,731-24.2% | $5,053-14.0% | $6,688-35.0% |
| Admin fee / account holder | $18,706 | $13,326+40.4% | $9,451+97.9% | $13,397+39.6% |