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 | $81,387 | $209,411-61.1% | $178,490-54.4% | $158,922-48.8% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 19.83% | 188.75%-168.9pp | 151.07%-131.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $5,482 | $5,706-3.9% | $5,011+9.4% | $4,761+15.1% |
| Participant deferral / active EE | $5,063 | $5,954-15.0% | $5,202-2.7% | $5,982-15.4% |
| Admin fee / account holder | $533 | $17,074-96.9% | $13,984-96.2% | $11,246-95.3% |