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 | $78,186 | $116,175-32.7% | $93,606-16.5% | $152,861-48.9% |
| Participation rate | 71.4% | 78.0%-6.6pp | 75.8%-4.4pp | 82.4%-11.0pp |
| Annual return | 13.91% | 35.96%-22.1pp | 32.76%-18.9pp | 345.32%-331.4pp |
| Employer contribution / active EE | $2,814 | $3,218-12.6% | $2,718+3.5% | $4,762-40.9% |
| Participant deferral / active EE | $5,392 | $4,603+17.1% | $4,069+32.5% | $5,850-7.8% |
| Admin fee / account holder | $8,214 | $10,748-23.6% | $7,888+4.1% | $11,596-29.2% |