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 | $65,876 | $114,381-42.4% | $107,525-38.7% | $142,382-53.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 17.79% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,686 | $4,015-58.0% | $3,754-55.1% | $4,299-60.8% |
| Participant deferral / active EE | $4,945 | $5,564-11.1% | $5,116-3.3% | $6,507-24.0% |
| Admin fee / account holder | $1,527 | $9,860-84.5% | $8,919-82.9% | $12,624-87.9% |