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 | $61,953 | $106,515-41.8% | $96,683-35.9% | $139,434-55.6% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 15.01% | 38.43%-23.4pp | 35.69%-20.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $3,911 | $4,103-4.7% | $3,737+4.7% | $4,751-17.7% |
| Participant deferral / active EE | $6,916 | $5,454+26.8% | $4,878+41.8% | $6,710+3.1% |
| Admin fee / account holder | $8,521 | $7,877+8.2% | $6,730+26.6% | $11,403-25.3% |