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 | $68,578 | $214,378-68.0% | $200,582-65.8% | $142,382-51.8% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 20.04% | 46.41%-26.4pp | 42.33%-22.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,350 | $6,841-51.0% | $6,419-47.8% | $4,299-22.1% |
| Participant deferral / active EE | $7,047 | $9,865-28.6% | $9,331-24.5% | $6,507+8.3% |
| Admin fee / account holder | $6,451 | $17,692-63.5% | $16,305-60.4% | $12,624-48.9% |