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 8-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 | $68,831 | $175,202-60.7% | $149,673-54.0% | $139,434-50.6% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 15.00% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,662 | $5,474-69.6% | $4,818-65.5% | $4,751-65.0% |
| Participant deferral / active EE | $4,458 | $6,519-31.6% | $5,680-21.5% | $6,710-33.6% |
| Admin fee / account holder | $5,438 | $16,150-66.3% | $13,210-58.8% | $11,403-52.3% |