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 | $78,446 | $117,841-33.4% | $102,423-23.4% | $145,922-46.2% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 13.92% | 31.65%-17.7pp | 29.32%-15.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,858 | $3,615-20.9% | $3,023-5.5% | $4,660-38.7% |
| Participant deferral / active EE | $3,654 | $5,731-36.2% | $5,053-27.7% | $6,688-45.4% |
| Admin fee / account holder | $720 | $13,326-94.6% | $9,451-92.4% | $13,397-94.6% |