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 | $81,517 | $165,335-50.7% | $149,696-45.5% | $158,922-48.7% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 14.24% | 348.15%-333.9pp | 276.60%-262.4pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,652 | $5,103-48.0% | $4,644-42.9% | $4,761-44.3% |
| Participant deferral / active EE | $7,729 | $7,181+7.6% | $6,842+13.0% | $5,982+29.2% |
| Admin fee / account holder | $1,110 | $10,807-89.7% | $9,309-88.1% | $11,246-90.1% |