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 | $75,212 | $201,272-62.6% | $184,203-59.2% | $145,922-48.5% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 14.74% | 29.00%-14.3pp | 28.81%-14.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,652 | $7,022-62.2% | $6,427-58.7% | $4,660-43.1% |
| Participant deferral / active EE | $7,639 | $9,806-22.1% | $9,131-16.3% | $6,688+14.2% |
| Admin fee / account holder | $8,450 | $16,364-48.4% | $13,901-39.2% | $13,397-36.9% |