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 | $82,767 | $198,466-58.3% | $170,442-51.4% | $147,584-43.9% |
| Participation rate | 82.4% | 88.0%-5.6pp | 83.6%-1.2pp | 82.8%-0.5pp |
| Annual return | 22.06% | 257.29%-235.2pp | 205.93%-183.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $6,015 | $6,184-2.7% | $5,433+10.7% | $4,876+23.4% |
| Participant deferral / active EE | $3,088 | $5,629-45.1% | $4,939-37.5% | $5,439-43.2% |
| Admin fee / account holder | $789 | $16,852-95.3% | $13,880-94.3% | $10,885-92.7% |