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 | $84,033 | $165,335-49.2% | $149,696-43.9% | $158,922-47.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 14.86% | 348.15%-333.3pp | 276.60%-261.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $3,107 | $5,103-39.1% | $4,644-33.1% | $4,761-34.7% |
| Participant deferral / active EE | $4,292 | $7,181-40.2% | $6,842-37.3% | $5,982-28.2% |
| Admin fee / account holder | $6,862 | $10,807-36.5% | $9,309-26.3% | $11,246-39.0% |