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 | $54,207 | $100,773-46.2% | $88,946-39.1% | $142,382-61.9% |
| Participation rate | 70.6% | 74.3%-3.7pp | 68.8%+1.7pp | 80.1%-9.5pp |
| Annual return | 21.48% | 70.18%-48.7pp | 57.82%-36.3pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,794 | $2,918-4.2% | $2,555+9.4% | $4,299-35.0% |
| Participant deferral / active EE | $6,319 | $5,230+20.8% | $4,581+37.9% | $6,507-2.9% |
| Admin fee / account holder | $1,013 | $9,693-89.6% | $8,261-87.7% | $12,624-92.0% |