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 | $54,294 | $152,587-64.4% | $125,175-56.6% | $152,861-64.5% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 16.20% | 54.84%-38.6pp | 43.79%-27.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $1,777 | $4,946-64.1% | $3,865-54.0% | $4,762-62.7% |
| Participant deferral / active EE | $4,654 | $5,868-20.7% | $4,937-5.7% | $5,850-20.5% |
| Admin fee / account holder | $563 | $13,434-95.8% | $9,702-94.2% | $11,596-95.1% |