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 | $85,908 | $228,332-62.4% | $185,823-53.8% | $158,922-45.9% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 13.91% | 40.80%-26.9pp | 35.95%-22.0pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,439 | $4,967-71.0% | $4,087-64.8% | $4,761-69.8% |
| Participant deferral / active EE | $5,091 | $6,415-20.6% | $5,632-9.6% | $5,982-14.9% |
| Admin fee / account holder | $1,184 | $11,864-90.0% | $9,500-87.5% | $11,246-89.5% |