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 | $74,150 | $148,534-50.1% | $135,903-45.4% | $139,434-46.8% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 18.15% | 79.19%-61.0pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,390 | $5,243-73.5% | $4,856-71.4% | $4,751-70.7% |
| Participant deferral / active EE | $4,077 | $8,100-49.7% | $7,758-47.4% | $6,710-39.2% |
| Admin fee / account holder | $5,041 | $12,400-59.3% | $10,762-53.2% | $11,403-55.8% |