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 | $90,635 | $106,584-15.0% | $101,326-10.6% | $142,382-36.3% |
| Participation rate | 72.7% | 82.7%-10.0pp | 81.5%-8.8pp | 80.1%-7.4pp |
| Annual return | 13.93% | 36.93%-23.0pp | 36.82%-22.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,743 | $3,956-55.9% | $3,665-52.4% | $4,299-59.5% |
| Participant deferral / active EE | $3,172 | $8,297-61.8% | $7,994-60.3% | $6,507-51.3% |
| Admin fee / account holder | $1,170 | $11,446-89.8% | $11,185-89.5% | $12,624-90.7% |