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 7-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 | $78,943 | $183,519-57.0% | $155,509-49.2% | $145,922-45.9% |
| Participation rate | 79.2% | 82.7%-3.5pp | 78.2%+1.0pp | 80.3%-1.1pp |
| Annual return | 11.70% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,259 | $5,313-57.5% | $4,672-51.6% | $4,660-51.5% |
| Participant deferral / active EE | $4,649 | $6,462-28.1% | $5,626-17.4% | $6,688-30.5% |
| Admin fee / account holder | $2,298 | $19,313-88.1% | $15,912-85.6% | $13,397-82.8% |