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 | $93,435 | $157,256-40.6% | $141,162-33.8% | $152,861-38.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 26.45% | 64.32%-37.9pp | 71.39%-44.9pp | 345.32%-318.9pp |
| Employer contribution / active EE | $3,559 | $5,261-32.3% | $4,735-24.8% | $4,762-25.3% |
| Participant deferral / active EE | $7,386 | $7,109+3.9% | $6,709+10.1% | $5,850+26.2% |
| Admin fee / account holder | $483 | $12,120-96.0% | $10,261-95.3% | $11,596-95.8% |