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 | $80,465 | $179,726-55.2% | $156,263-48.5% | $142,382-43.5% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.9%+11.6pp | 80.1%+10.4pp |
| Annual return | 17.62% | 77.86%-60.2pp | 59.47%-41.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,776 | $5,069-45.2% | $4,333-35.9% | $4,299-35.4% |
| Participant deferral / active EE | $4,106 | $6,956-41.0% | $6,158-33.3% | $6,507-36.9% |
| Admin fee / account holder | $1,288 | $17,272-92.5% | $14,255-91.0% | $12,624-89.8% |