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 | $95,962 | $112,881-15.0% | $90,951+5.5% | $158,922-39.6% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 16.66% | 215.79%-199.1pp | 134.60%-117.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,293 | $2,893-20.7% | $2,122+8.1% | $4,761-51.8% |
| Participant deferral / active EE | $6,090 | $4,128+47.5% | $3,373+80.5% | $5,982+1.8% |
| Admin fee / account holder | $1,181 | $8,041-85.3% | $5,959-80.2% | $11,246-89.5% |