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 | $97,943 | $209,411-53.2% | $178,490-45.1% | $158,922-38.4% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 7.92% | 188.75%-180.8pp | 151.07%-143.1pp | 302.83%-294.9pp |
| Employer contribution / active EE | $1,760 | $5,706-69.2% | $5,011-64.9% | $4,761-63.0% |
| Participant deferral / active EE | $2,644 | $5,954-55.6% | $5,202-49.2% | $5,982-55.8% |
| Admin fee / account holder | $2,354 | $17,074-86.2% | $13,984-83.2% | $11,246-79.1% |