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 | $90,774 | $107,934-15.9% | $91,989-1.3% | $152,861-40.6% |
| Participation rate | 84.6% | 81.2%+3.4pp | 78.6%+6.0pp | 82.4%+2.2pp |
| Annual return | 18.59% | 89.24%-70.7pp | 69.02%-50.4pp | 345.32%-326.7pp |
| Employer contribution / active EE | $3,189 | $4,210-24.2% | $3,452-7.6% | $4,762-33.0% |
| Participant deferral / active EE | $6,947 | $6,364+9.2% | $5,923+17.3% | $5,850+18.8% |
| Admin fee / account holder | $10,073 | $10,520-4.2% | $7,743+30.1% | $11,596-13.1% |