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 | $94,186 | $201,272-53.2% | $184,203-48.9% | $145,922-35.5% |
| Participation rate | 72.7% | 87.5%-14.8pp | 86.8%-14.1pp | 80.3%-7.5pp |
| Annual return | 39.02% | 29.00%+10.0pp | 28.81%+10.2pp | 561.29%-522.3pp |
| Employer contribution / active EE | $5,846 | $7,022-16.7% | $6,427-9.0% | $4,660+25.5% |
| Participant deferral / active EE | $6,560 | $9,806-33.1% | $9,131-28.2% | $6,688-1.9% |
| Admin fee / account holder | $3,914 | $16,364-76.1% | $13,901-71.8% | $13,397-70.8% |