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 9-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 | $82,910 | $176,377-53.0% | $134,143-38.2% | $158,922-47.8% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 14.31% | 63.63%-49.3pp | 36.33%-22.0pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,133 | $5,040-57.7% | $3,704-42.4% | $4,761-55.2% |
| Participant deferral / active EE | $3,724 | $4,091-9.0% | $3,499+6.4% | $5,982-37.8% |
| Admin fee / account holder | $1,739 | $8,718-80.0% | $6,684-74.0% | $11,246-84.5% |