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 | $79,184 | $157,256-49.6% | $141,162-43.9% | $152,861-48.2% |
| Participation rate | 78.3% | 84.8%-6.6pp | 82.5%-4.2pp | 82.4%-4.2pp |
| Annual return | 20.01% | 64.32%-44.3pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,811 | $5,261-65.6% | $4,735-61.8% | $4,762-62.0% |
| Participant deferral / active EE | $5,355 | $7,109-24.7% | $6,709-20.2% | $5,850-8.5% |
| Admin fee / account holder | $10,518 | $12,120-13.2% | $10,261+2.5% | $11,596-9.3% |