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 | $77,758 | $157,256-50.6% | $141,162-44.9% | $152,861-49.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 20.12% | 64.32%-44.2pp | 71.39%-51.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,736 | $5,261-48.0% | $4,735-42.2% | $4,762-42.5% |
| Participant deferral / active EE | $7,392 | $7,109+4.0% | $6,709+10.2% | $5,850+26.4% |
| Admin fee / account holder | $2,025 | $12,120-83.3% | $10,261-80.3% | $11,596-82.5% |