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 | $90,578 | $148,534-39.0% | $135,903-33.4% | $139,434-35.0% |
| Participation rate | 87.0% | 83.9%+3.1pp | 81.9%+5.0pp | 80.3%+6.6pp |
| Annual return | 22.96% | 79.19%-56.2pp | 68.23%-45.3pp | 372.94%-350.0pp |
| Employer contribution / active EE | $6,071 | $5,243+15.8% | $4,856+25.0% | $4,751+27.8% |
| Participant deferral / active EE | $11,889 | $8,100+46.8% | $7,758+53.2% | $6,710+77.2% |
| Admin fee / account holder | $629 | $12,400-94.9% | $10,762-94.2% | $11,403-94.5% |