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 | $77,491 | $117,841-34.2% | $102,423-24.3% | $145,922-46.9% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 17.22% | 31.65%-14.4pp | 29.32%-12.1pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,841 | $3,615-49.1% | $3,023-39.1% | $4,660-60.5% |
| Participant deferral / active EE | $2,726 | $5,731-52.4% | $5,053-46.1% | $6,688-59.2% |
| Admin fee / account holder | $10,699 | $13,326-19.7% | $9,451+13.2% | $13,397-20.1% |