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 | $45,196 | $157,256-71.3% | $141,162-68.0% | $152,861-70.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 33.07% | 64.32%-31.2pp | 71.39%-38.3pp | 345.32%-312.2pp |
| Employer contribution / active EE | $2,693 | $5,261-48.8% | $4,735-43.1% | $4,762-43.4% |
| Participant deferral / active EE | $7,980 | $7,109+12.2% | $6,709+18.9% | $5,850+36.4% |
| Admin fee / account holder | $305 | $12,120-97.5% | $10,261-97.0% | $11,596-97.4% |