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 | $76,034 | $148,534-48.8% | $135,903-44.1% | $139,434-45.5% |
| Participation rate | 81.0% | 83.9%-2.9pp | 81.9%-1.0pp | 80.3%+0.6pp |
| Annual return | 22.16% | 79.19%-57.0pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $3,629 | $5,243-30.8% | $4,856-25.3% | $4,751-23.6% |
| Participant deferral / active EE | $8,783 | $8,100+8.4% | $7,758+13.2% | $6,710+30.9% |
| Admin fee / account holder | $1,918 | $12,400-84.5% | $10,762-82.2% | $11,403-83.2% |