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 | $45,789 | $165,984-72.4% | $164,813-72.2% | $145,922-68.6% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%0pp | 80.3%-1.7pp |
| Annual return | 18.74% | 100.03%-81.3pp | 69.93%-51.2pp | 561.29%-542.5pp |
| Employer contribution / active EE | $4,665 | $5,273-11.5% | $4,341+7.5% | $4,660+0.1% |
| Participant deferral / active EE | $5,602 | $6,959-19.5% | $6,031-7.1% | $6,688-16.2% |
| Admin fee / account holder | $3,298 | $16,648-80.2% | $12,690-74.0% | $13,397-75.4% |