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 | $75,165 | $116,175-35.3% | $93,606-19.7% | $152,861-50.8% |
| Participation rate | 90.0% | 78.0%+12.0pp | 75.8%+14.2pp | 82.4%+7.6pp |
| Annual return | 26.09% | 35.96%-9.9pp | 32.76%-6.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,243 | $3,218-61.4% | $2,718-54.3% | $4,762-73.9% |
| Participant deferral / active EE | $5,499 | $4,603+19.5% | $4,069+35.2% | $5,850-6.0% |
| Admin fee / account holder | $1,762 | $10,748-83.6% | $7,888-77.7% | $11,596-84.8% |