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 | $74,957 | $101,883-26.4% | $453,369-83.5% | $85,850-12.7% |
| Participation rate | 72.3% | 72.3%+0.1pp | 78.0%-5.7pp | 69.3%+3.0pp |
| Annual return | 14.67% | 25.38%-10.7pp | 64.40%-49.7pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,452 | $2,847-13.9% | $4,070-39.8% | $2,565-4.4% |
| Participant deferral / active EE | $5,673 | $4,782+18.6% | $6,209-8.6% | $3,952+43.6% |
| Admin fee / account holder | $885 | $5,706-84.5% | $11,209-92.1% | $6,260-85.9% |