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 | $90,284 | $89,753+0.6% | $107,525-16.0% | $84,808+6.5% |
| Participation rate | 73.5% | 68.1%+5.5pp | 75.1%-1.5pp | 68.3%+5.2pp |
| Annual return | 34.54% | 29.48%+5.1pp | 181.32%-146.8pp | 40.90%-6.4pp |
| Employer contribution / active EE | $4,115 | $3,113+32.2% | $3,754+9.6% | $2,631+56.4% |
| Participant deferral / active EE | $11,081 | $4,056+173.2% | $5,116+116.6% | $4,212+163.1% |
| Admin fee / account holder | $15,024 | $7,222+108.0% | $8,919+68.4% | $7,344+104.6% |