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 | $82,597 | $197,591-58.2% | $177,821-53.6% | $158,922-48.0% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 16.97% | 58.76%-41.8pp | 48.32%-31.3pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,678 | $6,697-60.0% | $5,918-54.8% | $4,761-43.8% |
| Participant deferral / active EE | $5,039 | $8,405-40.0% | $7,714-34.7% | $5,982-15.8% |
| Admin fee / account holder | $477 | $15,399-96.9% | $12,427-96.2% | $11,246-95.8% |