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 | $76,438 | $201,272-62.0% | $184,203-58.5% | $145,922-47.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 17.85% | 29.00%-11.2pp | 28.81%-11.0pp | 561.29%-543.4pp |
| Employer contribution / active EE | $3,010 | $7,022-57.1% | $6,427-53.2% | $4,660-35.4% |
| Participant deferral / active EE | $5,537 | $9,806-43.5% | $9,131-39.4% | $6,688-17.2% |
| Admin fee / account holder | $607 | $16,364-96.3% | $13,901-95.6% | $13,397-95.5% |