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 | $97,283 | $115,882-16.1% | $100,516-3.2% | $158,922-38.8% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 22.01% | 34.79%-12.8pp | 30.89%-8.9pp | 302.83%-280.8pp |
| Employer contribution / active EE | $10,842 | $4,103+164.2% | $3,418+217.3% | $4,761+127.7% |
| Participant deferral / active EE | $7,806 | $6,674+17.0% | $6,270+24.5% | $5,982+30.5% |
| Admin fee / account holder | $567 | $10,995-94.8% | $8,081-93.0% | $11,246-95.0% |