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 | $99,497 | $198,466-49.9% | $170,442-41.6% | $147,584-32.6% |
| Participation rate | 77.3% | 88.0%-10.7pp | 83.6%-6.3pp | 82.8%-5.6pp |
| Annual return | 19.55% | 257.29%-237.7pp | 205.93%-186.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $3,135 | $6,184-49.3% | $5,433-42.3% | $4,876-35.7% |
| Participant deferral / active EE | $4,559 | $5,629-19.0% | $4,939-7.7% | $5,439-16.2% |
| Admin fee / account holder | $2,014 | $16,852-88.0% | $13,880-85.5% | $10,885-81.5% |