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 | $73,244 | $103,376-29.1% | $87,100-15.9% | $152,861-52.1% |
| Participation rate | 81.0% | 79.3%+1.6pp | 76.9%+4.1pp | 82.4%-1.5pp |
| Annual return | 21.57% | 28.10%-6.5pp | 28.19%-6.6pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,627 | $3,220-49.5% | $2,521-35.5% | $4,762-65.8% |
| Participant deferral / active EE | $2,634 | $4,778-44.9% | $4,049-34.9% | $5,850-55.0% |
| Admin fee / account holder | $4,207 | $12,205-65.5% | $7,497-43.9% | $11,596-63.7% |