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 | $92,856 | $100,773-7.9% | $88,946+4.4% | $142,382-34.8% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.8%+23.5pp | 80.1%+12.2pp |
| Annual return | 16.37% | 70.18%-53.8pp | 57.82%-41.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,972 | $2,918-32.4% | $2,555-22.8% | $4,299-54.1% |
| Participant deferral / active EE | $4,390 | $5,230-16.1% | $4,581-4.2% | $6,507-32.5% |
| Admin fee / account holder | $1,962 | $9,693-79.8% | $8,261-76.2% | $12,624-84.5% |