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 | $84,235 | $817,678-89.7% | $392,568-78.5% | $152,861-44.9% |
| Participation rate | 78.9% | 82.0%-3.1pp | 78.1%+0.9pp | 82.4%-3.5pp |
| Annual return | 25.60% | 22.84%+2.8pp | 24.42%+1.2pp | 345.32%-319.7pp |
| Employer contribution / active EE | $2,247 | $5,502-59.2% | $3,783-40.6% | $4,762-52.8% |
| Participant deferral / active EE | $7,364 | $8,398-12.3% | $5,985+23.0% | $5,850+25.9% |
| Admin fee / account holder | $362 | $12,095-97.0% | $6,260-94.2% | $11,596-96.9% |