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 | $79,311 | $183,519-56.8% | $155,509-49.0% | $145,922-45.6% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 12.62% | 61.17%-48.5pp | 64.67%-52.1pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,310 | $5,313-56.5% | $4,672-50.6% | $4,660-50.4% |
| Participant deferral / active EE | $9,134 | $6,462+41.3% | $5,626+62.4% | $6,688+36.6% |
| Admin fee / account holder | $1,165 | $19,313-94.0% | $15,912-92.7% | $13,397-91.3% |