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 | $88,086 | $165,335-46.7% | $149,696-41.2% | $158,922-44.6% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 17.27% | 348.15%-330.9pp | 276.60%-259.3pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,219 | $5,103-56.5% | $4,644-52.2% | $4,761-53.4% |
| Participant deferral / active EE | $7,677 | $7,181+6.9% | $6,842+12.2% | $5,982+28.3% |
| Admin fee / account holder | $1,942 | $10,807-82.0% | $9,309-79.1% | $11,246-82.7% |