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 | $84,075 | $106,515-21.1% | $96,683-13.0% | $139,434-39.7% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 11.59% | 38.43%-26.8pp | 35.69%-24.1pp | 372.94%-361.4pp |
| Employer contribution / active EE | $4,008 | $4,103-2.3% | $3,737+7.3% | $4,751-15.6% |
| Participant deferral / active EE | $7,731 | $5,454+41.7% | $4,878+58.5% | $6,710+15.2% |
| Admin fee / account holder | $1,821 | $7,877-76.9% | $6,730-72.9% | $11,403-84.0% |