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 | $71,342 | $159,602-55.3% | $150,045-52.5% | $142,382-49.9% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.3%+2.7pp | 80.1%+4.9pp |
| Annual return | 19.28% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,443 | $4,961-10.4% | $4,693-5.3% | $4,299+3.3% |
| Participant deferral / active EE | $6,702 | $8,310-19.3% | $7,997-16.2% | $6,507+3.0% |
| Admin fee / account holder | $10,376 | $14,846-30.1% | $13,435-22.8% | $12,624-17.8% |