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 | $78,319 | $228,332-65.7% | $185,823-57.9% | $158,922-50.7% |
| Participation rate | 92.9% | 82.3%+10.6pp | 78.0%+14.8pp | 82.0%+10.9pp |
| Annual return | 18.83% | 40.80%-22.0pp | 35.95%-17.1pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,073 | $4,967-58.3% | $4,087-49.3% | $4,761-56.5% |
| Participant deferral / active EE | $5,651 | $6,415-11.9% | $5,632+0.3% | $5,982-5.5% |
| Admin fee / account holder | $354 | $11,864-97.0% | $9,500-96.3% | $11,246-96.9% |