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 | $96,887 | $176,056-45.0% | $159,436-39.2% | $167,490-42.2% |
| Participation rate | 78.3% | 84.9%-6.7pp | 82.8%-4.6pp | 82.1%-3.8pp |
| Annual return | 19.34% | 331.75%-312.4pp | 263.57%-244.2pp | 478.56%-459.2pp |
| Employer contribution / active EE | $10,478 | $5,297+97.8% | $4,829+117.0% | $4,837+116.6% |
| Participant deferral / active EE | $8,889 | $7,750+14.7% | $7,352+20.9% | $6,341+40.2% |
| Admin fee / account holder | $10,424 | $12,554-17.0% | $10,799-3.5% | $12,309-15.3% |