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 | $92,248 | $159,602-42.2% | $150,045-38.5% | $142,382-35.2% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.3%-5.0pp | 80.1%-2.8pp |
| Annual return | 16.37% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,474 | $4,961-50.1% | $4,693-47.3% | $4,299-42.4% |
| Participant deferral / active EE | $8,472 | $8,310+1.9% | $7,997+5.9% | $6,507+30.2% |
| Admin fee / account holder | $7,180 | $14,846-51.6% | $13,435-46.6% | $12,624-43.1% |