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 9-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 | $77,730 | $177,572-56.2% | $154,803-49.8% | $142,382-45.4% |
| Participation rate | 84.2% | 82.1%+2.2pp | 78.1%+6.1pp | 80.1%+4.1pp |
| Annual return | 19.91% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,800 | $4,810-62.6% | $4,305-58.2% | $4,299-58.1% |
| Participant deferral / active EE | $5,502 | $6,272-12.3% | $5,540-0.7% | $6,507-15.5% |
| Admin fee / account holder | $2,901 | $16,786-82.7% | $14,329-79.8% | $12,624-77.0% |