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 6-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 | $79,947 | $114,381-30.1% | $107,525-25.6% | $142,382-43.9% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 19.22% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,544 | $4,015+13.2% | $3,754+21.1% | $4,299+5.7% |
| Participant deferral / active EE | $10,536 | $5,564+89.4% | $5,116+106.0% | $6,507+61.9% |
| Admin fee / account holder | $13,433 | $9,860+36.2% | $8,919+50.6% | $12,624+6.4% |