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 5-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 | $83,209 | $158,398-47.5% | $126,539-34.2% | $142,382-41.6% |
| Participation rate | 71.4% | 75.8%-4.4pp | 69.8%+1.6pp | 80.1%-8.7pp |
| Annual return | 15.84% | 593.76%-577.9pp | 425.95%-410.1pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,537 | $4,650-66.9% | $3,674-58.2% | $4,299-64.3% |
| Participant deferral / active EE | $10,025 | $4,767+110.3% | $4,083+145.5% | $6,507+54.1% |
| Admin fee / account holder | $851 | $6,918-87.7% | $6,065-86.0% | $12,624-93.3% |