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 | $62,672 | $157,256-60.1% | $141,162-55.6% | $152,861-59.0% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 17.73% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,176 | $5,261-58.6% | $4,735-54.0% | $4,762-54.3% |
| Participant deferral / active EE | $5,399 | $7,109-24.1% | $6,709-19.5% | $5,850-7.7% |
| Admin fee / account holder | $1,708 | $12,120-85.9% | $10,261-83.4% | $11,596-85.3% |