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 | $114,700 | $197,591-42.0% | $177,821-35.5% | $158,922-27.8% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 21.39% | 58.76%-37.4pp | 48.32%-26.9pp | 302.83%-281.4pp |
| Employer contribution / active EE | $3,731 | $6,697-44.3% | $5,918-37.0% | $4,761-21.6% |
| Participant deferral / active EE | $11,433 | $8,405+36.0% | $7,714+48.2% | $5,982+91.1% |
| Admin fee / account holder | $400 | $15,399-97.4% | $12,427-96.8% | $11,246-96.4% |