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 | $88,551 | $183,519-51.7% | $155,509-43.1% | $145,922-39.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 16.12% | 61.17%-45.0pp | 64.67%-48.6pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,477 | $5,313-53.4% | $4,672-47.0% | $4,660-46.9% |
| Participant deferral / active EE | $4,997 | $6,462-22.7% | $5,626-11.2% | $6,688-25.3% |
| Admin fee / account holder | $435 | $19,313-97.7% | $15,912-97.3% | $13,397-96.7% |