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 8-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 | $91,897 | $157,256-41.6% | $141,162-34.9% | $152,861-39.9% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 29.45% | 64.32%-34.9pp | 71.39%-41.9pp | 345.32%-315.9pp |
| Employer contribution / active EE | $3,544 | $5,261-32.6% | $4,735-25.1% | $4,762-25.6% |
| Participant deferral / active EE | $10,004 | $7,109+40.7% | $6,709+49.1% | $5,850+71.0% |
| Admin fee / account holder | $1,392 | $12,120-88.5% | $10,261-86.4% | $11,596-88.0% |