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 | $83,426 | $183,519-54.5% | $155,509-46.4% | $145,922-42.8% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 17.10% | 61.17%-44.1pp | 64.67%-47.6pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,085 | $5,313-60.7% | $4,672-55.4% | $4,660-55.2% |
| Participant deferral / active EE | $3,045 | $6,462-52.9% | $5,626-45.9% | $6,688-54.5% |
| Admin fee / account holder | $656 | $19,313-96.6% | $15,912-95.9% | $13,397-95.1% |