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 | $78,286 | $124,281-37.0% | $109,143-28.3% | $167,490-53.3% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 15.93% | 26.04%-10.1pp | 25.75%-9.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $5,948 | $4,207+41.4% | $3,722+59.8% | $4,837+23.0% |
| Participant deferral / active EE | $5,561 | $5,255+5.8% | $4,653+19.5% | $6,341-12.3% |
| Admin fee / account holder | $908 | $7,970-88.6% | $6,752-86.6% | $12,309-92.6% |