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 | $92,365 | $104,974-12.0% | $95,585-3.4% | $142,382-35.1% |
| Participation rate | 94.4% | 75.0%+19.5pp | 72.1%+22.4pp | 80.1%+14.3pp |
| Annual return | 16.53% | 210.33%-193.8pp | 38.56%-22.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,483 | $2,779+61.3% | $2,527+77.4% | $4,299+4.3% |
| Participant deferral / active EE | $9,671 | $4,352+122.2% | $4,023+140.4% | $6,507+48.6% |
| Admin fee / account holder | $7,291 | $6,386+14.2% | $6,127+19.0% | $12,624-42.2% |