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 | $108,779 | $214,378-49.3% | $200,582-45.8% | $142,382-23.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 17.93% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $9,673 | $6,841+41.4% | $6,419+50.7% | $4,299+125.0% |
| Participant deferral / active EE | $14,673 | $9,865+48.7% | $9,331+57.2% | $6,507+125.5% |
| Admin fee / account holder | $9,898 | $17,692-44.1% | $16,305-39.3% | $12,624-21.6% |