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 | $95,635 | $114,381-16.4% | $107,525-11.1% | $142,382-32.8% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 13.67% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,414 | $4,015-39.9% | $3,754-35.7% | $4,299-43.9% |
| Participant deferral / active EE | $5,143 | $5,564-7.6% | $5,116+0.5% | $6,507-21.0% |
| Admin fee / account holder | $3,088 | $9,860-68.7% | $8,919-65.4% | $12,624-75.5% |