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 | $68,667 | $148,534-53.8% | $135,903-49.5% | $139,434-50.8% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.8pp |
| Annual return | 17.31% | 79.19%-61.9pp | 68.23%-50.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,689 | $5,243-48.7% | $4,856-44.6% | $4,751-43.4% |
| Participant deferral / active EE | $7,975 | $8,100-1.5% | $7,758+2.8% | $6,710+18.9% |
| Admin fee / account holder | $1,989 | $12,400-84.0% | $10,762-81.5% | $11,403-82.6% |