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 | $78,462 | $183,519-57.2% | $155,509-49.5% | $145,922-46.2% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 17.27% | 61.17%-43.9pp | 64.67%-47.4pp | 561.29%-544.0pp |
| Employer contribution / active EE | $3,458 | $5,313-34.9% | $4,672-26.0% | $4,660-25.8% |
| Participant deferral / active EE | $6,373 | $6,462-1.4% | $5,626+13.3% | $6,688-4.7% |
| Admin fee / account holder | $4,959 | $19,313-74.3% | $15,912-68.8% | $13,397-63.0% |