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 | $78,215 | $133,922-41.6% | $116,228-32.7% | $142,382-45.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 21.73% | 147.76%-126.0pp | 90.06%-68.3pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,431 | $3,446-58.5% | $2,994-52.2% | $4,299-66.7% |
| Participant deferral / active EE | $3,411 | $5,672-39.9% | $4,953-31.1% | $6,507-47.6% |
| Admin fee / account holder | $5,436 | $14,945-63.6% | $11,989-54.7% | $12,624-56.9% |