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 | $80,111 | $116,175-31.0% | $93,606-14.4% | $152,861-47.6% |
| Participation rate | 95.0% | 78.0%+17.0pp | 75.8%+19.2pp | 82.4%+12.6pp |
| Annual return | 18.82% | 35.96%-17.1pp | 32.76%-13.9pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,457 | $3,218-54.7% | $2,718-46.4% | $4,762-69.4% |
| Participant deferral / active EE | $2,841 | $4,603-38.3% | $4,069-30.2% | $5,850-51.4% |
| Admin fee / account holder | $2,380 | $10,748-77.9% | $7,888-69.8% | $11,596-79.5% |