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 | $68,860 | $106,515-35.4% | $96,683-28.8% | $139,434-50.6% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 13.21% | 38.43%-25.2pp | 35.69%-22.5pp | 372.94%-359.7pp |
| Employer contribution / active EE | $2,289 | $4,103-44.2% | $3,737-38.8% | $4,751-51.8% |
| Participant deferral / active EE | $5,397 | $5,454-1.0% | $4,878+10.6% | $6,710-19.6% |
| Admin fee / account holder | $8,783 | $7,877+11.5% | $6,730+30.5% | $11,403-23.0% |