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 | $67,040 | $106,515-37.1% | $96,683-30.7% | $139,434-51.9% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 17.23% | 38.43%-21.2pp | 35.69%-18.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,142 | $4,103-47.8% | $3,737-42.7% | $4,751-54.9% |
| Participant deferral / active EE | $4,570 | $5,454-16.2% | $4,878-6.3% | $6,710-31.9% |
| Admin fee / account holder | $1,123 | $7,877-85.7% | $6,730-83.3% | $11,403-90.2% |