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 | $76,808 | $176,056-56.4% | $159,436-51.8% | $167,490-54.1% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 11.29% | 331.75%-320.5pp | 263.57%-252.3pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,822 | $5,297-65.6% | $4,829-62.3% | $4,837-62.3% |
| Participant deferral / active EE | $14,962 | $7,750+93.1% | $7,352+103.5% | $6,341+135.9% |
| Admin fee / account holder | $2,164 | $12,554-82.8% | $10,799-80.0% | $12,309-82.4% |