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 8-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 | $80,933 | $165,335-51.0% | $149,696-45.9% | $158,922-49.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 29.30% | 348.15%-318.8pp | 276.60%-247.3pp | 302.83%-273.5pp |
| Employer contribution / active EE | $4,683 | $5,103-8.2% | $4,644+0.8% | $4,761-1.6% |
| Participant deferral / active EE | $17,578 | $7,181+144.8% | $6,842+156.9% | $5,982+193.8% |
| Admin fee / account holder | $445 | $10,807-95.9% | $9,309-95.2% | $11,246-96.0% |