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 | $80,799 | $214,378-62.3% | $200,582-59.7% | $142,382-43.3% |
| Participation rate | 73.7% | 87.4%-13.8pp | 86.9%-13.2pp | 80.1%-6.4pp |
| Annual return | 15.80% | 46.41%-30.6pp | 42.33%-26.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,389 | $6,841-65.1% | $6,419-62.8% | $4,299-44.4% |
| Participant deferral / active EE | $6,727 | $9,865-31.8% | $9,331-27.9% | $6,507+3.4% |
| Admin fee / account holder | $743 | $17,692-95.8% | $16,305-95.4% | $12,624-94.1% |