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 | $97,766 | $183,519-46.7% | $155,509-37.1% | $145,922-33.0% |
| Participation rate | 87.0% | 82.7%+4.3pp | 78.2%+8.8pp | 80.3%+6.7pp |
| Annual return | 16.00% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,273 | $5,313-57.2% | $4,672-51.4% | $4,660-51.2% |
| Participant deferral / active EE | $3,313 | $6,462-48.7% | $5,626-41.1% | $6,688-50.5% |
| Admin fee / account holder | $6,365 | $19,313-67.0% | $15,912-60.0% | $13,397-52.5% |