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 | $99,363 | $159,602-37.7% | $150,045-33.8% | $142,382-30.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 16.81% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,154 | $4,961-76.7% | $4,693-75.4% | $4,299-73.2% |
| Participant deferral / active EE | $5,604 | $8,310-32.6% | $7,997-29.9% | $6,507-13.9% |
| Admin fee / account holder | $2,065 | $14,846-86.1% | $13,435-84.6% | $12,624-83.6% |