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 | $90,316 | $217,402-58.5% | $185,823-51.4% | $167,490-46.1% |
| Participation rate | 78.9% | 86.0%-7.1pp | 81.7%-2.8pp | 82.1%-3.2pp |
| Annual return | 20.35% | 148.36%-128.0pp | 122.05%-101.7pp | 478.56%-458.2pp |
| Employer contribution / active EE | $1,791 | $5,873-69.5% | $5,167-65.3% | $4,837-63.0% |
| Participant deferral / active EE | $5,024 | $6,356-21.0% | $5,568-9.8% | $6,341-20.8% |
| Admin fee / account holder | $1,789 | $19,811-91.0% | $16,237-89.0% | $12,309-85.5% |