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 | $92,305 | $183,963-49.8% | $162,163-43.1% | $152,861-39.6% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 23.16% | 150.76%-127.6pp | 115.59%-92.4pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,110 | $6,371-51.2% | $5,614-44.6% | $4,762-34.7% |
| Participant deferral / active EE | $6,792 | $8,034-15.5% | $7,298-6.9% | $5,850+16.1% |
| Admin fee / account holder | $1,255 | $13,121-90.4% | $10,843-88.4% | $11,596-89.2% |