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 | $91,963 | $115,770-20.6% | $101,248-9.2% | $158,922-42.1% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 11.08% | 56.14%-45.1pp | 46.47%-35.4pp | 302.83%-291.7pp |
| Employer contribution / active EE | $3,497 | $4,175-16.2% | $3,660-4.4% | $4,761-26.5% |
| Participant deferral / active EE | $4,854 | $4,957-2.1% | $4,370+11.1% | $5,982-18.9% |
| Admin fee / account holder | $4,296 | $7,245-40.7% | $5,945-27.7% | $11,246-61.8% |