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 | $77,752 | $209,411-62.9% | $178,490-56.4% | $158,922-51.1% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 14.41% | 188.75%-174.3pp | 151.07%-136.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $4,935 | $5,706-13.5% | $5,011-1.5% | $4,761+3.6% |
| Participant deferral / active EE | $4,367 | $5,954-26.7% | $5,202-16.0% | $5,982-27.0% |
| Admin fee / account holder | $817 | $17,074-95.2% | $13,984-94.2% | $11,246-92.7% |