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 | $76,412 | $111,754-31.6% | $103,333-26.1% | $145,922-47.6% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 12.25% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,193 | $4,212-24.2% | $3,868-17.4% | $4,660-31.5% |
| Participant deferral / active EE | $8,283 | $5,619+47.4% | $5,057+63.8% | $6,688+23.9% |
| Admin fee / account holder | $1,026 | $9,750-89.5% | $8,355-87.7% | $13,397-92.3% |