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 | $70,921 | $228,332-68.9% | $185,823-61.8% | $158,922-55.4% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 11.72% | 40.80%-29.1pp | 35.95%-24.2pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,103 | $4,967-57.7% | $4,087-48.5% | $4,761-55.8% |
| Participant deferral / active EE | $4,607 | $6,415-28.2% | $5,632-18.2% | $5,982-23.0% |
| Admin fee / account holder | $1,712 | $11,864-85.6% | $9,500-82.0% | $11,246-84.8% |