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 | $96,290 | $157,256-38.8% | $141,162-31.8% | $152,861-37.0% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 34.38% | 64.32%-29.9pp | 71.39%-37.0pp | 345.32%-310.9pp |
| Employer contribution / active EE | $4,729 | $5,261-10.1% | $4,735-0.1% | $4,762-0.7% |
| Participant deferral / active EE | $7,607 | $7,109+7.0% | $6,709+13.4% | $5,850+30.0% |
| Admin fee / account holder | $35,591 | $12,120+193.7% | $10,261+246.8% | $11,596+206.9% |