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 | $85,839 | $183,519-53.2% | $155,509-44.8% | $145,922-41.2% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 19.78% | 61.17%-41.4pp | 64.67%-44.9pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,940 | $5,313-63.5% | $4,672-58.5% | $4,660-58.4% |
| Participant deferral / active EE | $5,307 | $6,462-17.9% | $5,626-5.7% | $6,688-20.6% |
| Admin fee / account holder | $1,466 | $19,313-92.4% | $15,912-90.8% | $13,397-89.1% |