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 | $72,863 | $152,587-52.2% | $125,175-41.8% | $152,861-52.3% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 19.23% | 54.84%-35.6pp | 43.79%-24.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $997 | $4,946-79.8% | $3,865-74.2% | $4,762-79.1% |
| Participant deferral / active EE | $2,646 | $5,868-54.9% | $4,937-46.4% | $5,850-54.8% |
| Admin fee / account holder | $1,187 | $13,434-91.2% | $9,702-87.8% | $11,596-89.8% |