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 | $86,493 | $183,519-52.9% | $155,509-44.4% | $145,922-40.7% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 10.14% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,448 | $5,313-35.1% | $4,672-26.2% | $4,660-26.0% |
| Participant deferral / active EE | $3,582 | $6,462-44.6% | $5,626-36.3% | $6,688-46.4% |
| Admin fee / account holder | $12,231 | $19,313-36.7% | $15,912-23.1% | $13,397-8.7% |