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 | $76,633 | $210,648-63.6% | $177,989-56.9% | $145,922-47.5% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 18.11% | 385.86%-367.7pp | 294.48%-276.4pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,891 | $4,565-58.6% | $3,949-52.1% | $4,660-59.4% |
| Participant deferral / active EE | $6,581 | $6,958-5.4% | $6,276+4.9% | $6,688-1.6% |
| Admin fee / account holder | $4,504 | $12,013-62.5% | $10,363-56.5% | $13,397-66.4% |