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 | $92,354 | $176,056-47.5% | $159,436-42.1% | $167,490-44.9% |
| Participation rate | 76.9% | 84.9%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 16.84% | 331.75%-314.9pp | 263.57%-246.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $4,354 | $5,297-17.8% | $4,829-9.8% | $4,837-10.0% |
| Participant deferral / active EE | $9,071 | $7,750+17.0% | $7,352+23.4% | $6,341+43.0% |
| Admin fee / account holder | $618 | $12,554-95.1% | $10,799-94.3% | $12,309-95.0% |