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 | $89,264 | $179,726-50.3% | $156,263-42.9% | $142,382-37.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 18.08% | 77.86%-59.8pp | 59.47%-41.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $5,312 | $5,069+4.8% | $4,333+22.6% | $4,299+23.6% |
| Participant deferral / active EE | $7,468 | $6,956+7.4% | $6,158+21.3% | $6,507+14.8% |
| Admin fee / account holder | $3,045 | $17,272-82.4% | $14,255-78.6% | $12,624-75.9% |