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 | $80,085 | $227,553-64.8% | $189,557-57.8% | $167,490-52.2% |
| Participation rate | 81.8% | 82.5%-0.7pp | 78.4%+3.4pp | 82.1%-0.3pp |
| Annual return | 10.43% | 78.40%-68.0pp | 64.17%-53.7pp | 478.56%-468.1pp |
| Employer contribution / active EE | $4,836 | $5,316-9.0% | $4,412+9.6% | $4,8370% |
| Participant deferral / active EE | $5,935 | $7,002-15.2% | $6,174-3.9% | $6,341-6.4% |
| Admin fee / account holder | $639 | $11,878-94.6% | $9,807-93.5% | $12,309-94.8% |