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 | $97,920 | $133,922-26.9% | $116,228-15.8% | $142,382-31.2% |
| Participation rate | 79.2% | 77.9%+1.3pp | 74.6%+4.6pp | 80.1%-1.0pp |
| Annual return | 24.87% | 147.76%-122.9pp | 90.06%-65.2pp | 217.08%-192.2pp |
| Employer contribution / active EE | $2,213 | $3,446-35.8% | $2,994-26.1% | $4,299-48.5% |
| Participant deferral / active EE | $4,481 | $5,672-21.0% | $4,953-9.5% | $6,507-31.1% |
| Admin fee / account holder | $5,543 | $14,945-62.9% | $11,989-53.8% | $12,624-56.1% |