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 | $79,250 | $183,519-56.8% | $155,509-49.0% | $145,922-45.7% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 14.53% | 61.17%-46.6pp | 64.67%-50.1pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,135 | $5,313-59.8% | $4,672-54.3% | $4,660-54.2% |
| Participant deferral / active EE | $4,296 | $6,462-33.5% | $5,626-23.6% | $6,688-35.8% |
| Admin fee / account holder | $6,941 | $19,313-64.1% | $15,912-56.4% | $13,397-48.2% |