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 | $86,814 | $202,432-57.1% | $169,368-48.7% | $139,434-37.7% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 18.11% | 531.74%-513.6pp | 405.60%-387.5pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,155 | $4,692-54.1% | $4,013-46.3% | $4,751-54.6% |
| Participant deferral / active EE | $6,841 | $6,938-1.4% | $6,221+10.0% | $6,710+1.9% |
| Admin fee / account holder | $8,738 | $10,708-18.4% | $9,003-3.0% | $11,403-23.4% |