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 | $73,901 | $89,355-17.3% | $141,162-47.6% | $72,985+1.3% |
| Participation rate | 71.6% | 75.1%-3.5pp | 82.5%-10.9pp | 69.5%+2.1pp |
| Annual return | 33.47% | 111.85%-78.4pp | 71.39%-37.9pp | 81.00%-47.5pp |
| Employer contribution / active EE | $2,411 | $3,114-22.6% | $4,735-49.1% | $2,440-1.2% |
| Participant deferral / active EE | $5,078 | $5,418-6.3% | $6,709-24.3% | $3,607+40.8% |
| Admin fee / account holder | $3,024 | $5,958-49.2% | $10,261-70.5% | $5,124-41.0% |