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 | $82,848 | $209,411-60.4% | $178,490-53.6% | $158,922-47.9% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 15.07% | 188.75%-173.7pp | 151.07%-136.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,938 | $5,706-48.5% | $5,011-41.4% | $4,761-38.3% |
| Participant deferral / active EE | $5,839 | $5,954-1.9% | $5,202+12.3% | $5,982-2.4% |
| Admin fee / account holder | $502 | $17,074-97.1% | $13,984-96.4% | $11,246-95.5% |