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 | $80,442 | $117,983-31.8% | $101,794-21.0% | $142,382-43.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 15.77% | 36.92%-21.1pp | 30.53%-14.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,387 | $2,773-13.9% | $2,289+4.3% | $4,299-44.5% |
| Participant deferral / active EE | $6,403 | $4,714+35.8% | $4,084+56.8% | $6,507-1.6% |
| Admin fee / account holder | $4,938 | $10,433-52.7% | $8,777-43.7% | $12,624-60.9% |