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 | $91,866 | $117,381-21.7% | $99,443-7.6% | $152,861-39.9% |
| Participation rate | 86.4% | 77.5%+8.8pp | 73.8%+12.5pp | 82.4%+3.9pp |
| Annual return | 20.24% | 31.87%-11.6pp | 30.72%-10.5pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,859 | $3,013-38.3% | $2,540-26.8% | $4,762-61.0% |
| Participant deferral / active EE | $4,936 | $4,086+20.8% | $3,619+36.4% | $5,850-15.6% |
| Admin fee / account holder | $577 | $7,631-92.4% | $6,250-90.8% | $11,596-95.0% |