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 | $96,729 | $198,466-51.3% | $170,442-43.2% | $147,584-34.5% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 25.05% | 257.29%-232.2pp | 205.93%-180.9pp | 578.55%-553.5pp |
| Employer contribution / active EE | $6,543 | $6,184+5.8% | $5,433+20.4% | $4,876+34.2% |
| Participant deferral / active EE | $7,324 | $5,629+30.1% | $4,939+48.3% | $5,439+34.7% |
| Admin fee / account holder | $315 | $16,852-98.1% | $13,880-97.7% | $10,885-97.1% |