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 | $74,519 | $115,770-35.6% | $101,248-26.4% | $158,922-53.1% |
| Participation rate | 72.2% | 79.4%-7.1pp | 75.8%-3.6pp | 82.0%-9.7pp |
| Annual return | 16.95% | 56.14%-39.2pp | 46.47%-29.5pp | 302.83%-285.9pp |
| Employer contribution / active EE | $3,093 | $4,175-25.9% | $3,660-15.5% | $4,761-35.0% |
| Participant deferral / active EE | $8,836 | $4,957+78.2% | $4,370+102.2% | $5,982+47.7% |
| Admin fee / account holder | $517 | $7,245-92.9% | $5,945-91.3% | $11,246-95.4% |