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 | $81,065 | $183,519-55.8% | $155,509-47.9% | $145,922-44.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 18.22% | 61.17%-42.9pp | 64.67%-46.4pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,573 | $5,313-70.4% | $4,672-66.3% | $4,660-66.2% |
| Participant deferral / active EE | $2,120 | $6,462-67.2% | $5,626-62.3% | $6,688-68.3% |
| Admin fee / account holder | $5,301 | $19,313-72.5% | $15,912-66.7% | $13,397-60.4% |