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 | $94,443 | $112,096-15.7% | $95,952-1.6% | $158,922-40.6% |
| Participation rate | 87.0% | 79.0%+8.0pp | 77.1%+9.9pp | 82.0%+5.0pp |
| Annual return | 14.50% | 171.09%-156.6pp | 91.61%-77.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $3,478 | $3,198+8.8% | $2,541+36.9% | $4,761-26.9% |
| Participant deferral / active EE | $3,409 | $4,784-28.7% | $4,167-18.2% | $5,982-43.0% |
| Admin fee / account holder | $5,743 | $10,130-43.3% | $6,795-15.5% | $11,246-48.9% |