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 | $96,194 | $165,335-41.8% | $149,696-35.7% | $158,922-39.5% |
| Participation rate | 73.9% | 84.6%-10.7pp | 82.5%-8.6pp | 82.0%-8.0pp |
| Annual return | 12.23% | 348.15%-335.9pp | 276.60%-264.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,790 | $5,103-64.9% | $4,644-61.5% | $4,761-62.4% |
| Participant deferral / active EE | $7,336 | $7,181+2.2% | $6,842+7.2% | $5,982+22.6% |
| Admin fee / account holder | $1,239 | $10,807-88.5% | $9,309-86.7% | $11,246-89.0% |