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 | $107,459 | $152,587-29.6% | $125,175-14.2% | $152,861-29.7% |
| Participation rate | 84.2% | 83.3%+0.9pp | 79.8%+4.4pp | 82.4%+1.8pp |
| Annual return | 22.27% | 54.84%-32.6pp | 43.79%-21.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,758 | $4,946-44.2% | $3,865-28.6% | $4,762-42.1% |
| Participant deferral / active EE | $6,143 | $5,868+4.7% | $4,937+24.4% | $5,850+5.0% |
| Admin fee / account holder | $5,935 | $13,434-55.8% | $9,702-38.8% | $11,596-48.8% |