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 | $81,124 | $104,974-22.7% | $95,585-15.1% | $142,382-43.0% |
| Participation rate | 73.9% | 75.0%-1.1pp | 72.1%+1.8pp | 80.1%-6.2pp |
| Annual return | 15.15% | 210.33%-195.2pp | 38.56%-23.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,068 | $2,779-61.6% | $2,527-57.7% | $4,299-75.2% |
| Participant deferral / active EE | $2,660 | $4,352-38.9% | $4,023-33.9% | $6,507-59.1% |
| Admin fee / account holder | $622 | $6,386-90.3% | $6,127-89.8% | $12,624-95.1% |