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 | $94,848 | $127,065-25.4% | $113,168-16.2% | $142,382-33.4% |
| Participation rate | 73.3% | 79.2%-5.9pp | 76.6%-3.2pp | 80.1%-6.8pp |
| Annual return | 15.59% | 24.03%-8.4pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,408 | $3,442+28.1% | $2,975+48.1% | $4,299+2.5% |
| Participant deferral / active EE | $7,654 | $5,716+33.9% | $5,107+49.9% | $6,507+17.6% |
| Admin fee / account holder | $1,634 | $15,736-89.6% | $12,068-86.5% | $12,624-87.1% |