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 | $73,991 | $185,822-60.2% | $169,993-56.5% | $139,434-46.9% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 18.84% | 60.50%-41.7pp | 53.37%-34.5pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,832 | $7,590-75.9% | $6,785-73.0% | $4,751-61.4% |
| Participant deferral / active EE | $5,842 | $11,622-49.7% | $10,408-43.9% | $6,710-12.9% |
| Admin fee / account holder | $1,570 | $15,381-89.8% | $12,815-87.8% | $11,403-86.2% |