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 | $78,842 | $114,381-31.1% | $107,525-26.7% | $142,382-44.6% |
| Participation rate | 90.5% | 78.1%+12.3pp | 75.1%+15.4pp | 80.1%+10.4pp |
| Annual return | 18.24% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,125 | $4,015-47.1% | $3,754-43.4% | $4,299-50.6% |
| Participant deferral / active EE | $4,621 | $5,564-17.0% | $5,116-9.7% | $6,507-29.0% |
| Admin fee / account holder | $4,370 | $9,860-55.7% | $8,919-51.0% | $12,624-65.4% |