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 | $70,366 | $177,572-60.4% | $154,803-54.5% | $142,382-50.6% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 14.47% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,791 | $4,810-62.8% | $4,305-58.4% | $4,299-58.3% |
| Participant deferral / active EE | $2,434 | $6,272-61.2% | $5,540-56.1% | $6,507-62.6% |
| Admin fee / account holder | $2,869 | $16,786-82.9% | $14,329-80.0% | $12,624-77.3% |