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 | $78,078 | $148,534-47.4% | $135,903-42.5% | $139,434-44.0% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 24.83% | 79.19%-54.4pp | 68.23%-43.4pp | 372.94%-348.1pp |
| Employer contribution / active EE | $2,111 | $5,243-59.7% | $4,856-56.5% | $4,751-55.6% |
| Participant deferral / active EE | $10,946 | $8,100+35.1% | $7,758+41.1% | $6,710+63.1% |
| Admin fee / account holder | $6,421 | $12,400-48.2% | $10,762-40.3% | $11,403-43.7% |