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 | $91,781 | $159,602-42.5% | $150,045-38.8% | $142,382-35.5% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 12.58% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,830 | $4,961-63.1% | $4,693-61.0% | $4,299-57.4% |
| Participant deferral / active EE | $4,094 | $8,310-50.7% | $7,997-48.8% | $6,507-37.1% |
| Admin fee / account holder | $2,594 | $14,846-82.5% | $13,435-80.7% | $12,624-79.5% |