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 | $84,050 | $162,781-48.4% | $133,956-37.3% | $158,922-47.1% |
| Participation rate | 95.5% | 83.2%+12.2pp | 79.8%+15.6pp | 82.0%+13.5pp |
| Annual return | 10.69% | 41.94%-31.3pp | 45.09%-34.4pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,691 | $4,975-45.9% | $3,919-31.3% | $4,761-43.5% |
| Participant deferral / active EE | $4,851 | $5,911-17.9% | $5,048-3.9% | $5,982-18.9% |
| Admin fee / account holder | $2,343 | $11,736-80.0% | $8,927-73.8% | $11,246-79.2% |