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 | $76,057 | $154,117-50.6% | $129,995-41.5% | $139,434-45.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 20.82% | 32.48%-11.7pp | -137.18%+158.0pp | 372.94%-352.1pp |
| Employer contribution / active EE | $3,085 | $5,289-41.7% | $4,320-28.6% | $4,751-35.1% |
| Participant deferral / active EE | $4,677 | $6,710-30.3% | $5,820-19.6% | $6,710-30.3% |
| Admin fee / account holder | $18,730 | $14,007+33.7% | $10,614+76.5% | $11,403+64.3% |