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 | $88,914 | $183,519-51.6% | $155,509-42.8% | $145,922-39.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.80% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,392 | $5,313-55.0% | $4,672-48.8% | $4,660-48.7% |
| Participant deferral / active EE | $4,427 | $6,462-31.5% | $5,626-21.3% | $6,688-33.8% |
| Admin fee / account holder | $1,733 | $19,313-91.0% | $15,912-89.1% | $13,397-87.1% |