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 | $100,945 | $103,376-2.4% | $87,100+15.9% | $152,861-34.0% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.9%+15.4pp | 82.4%+9.9pp |
| Annual return | 26.85% | 28.10%-1.2pp | 28.19%-1.3pp | 345.32%-318.5pp |
| Employer contribution / active EE | $8,472 | $3,220+163.1% | $2,521+236.0% | $4,762+77.9% |
| Participant deferral / active EE | $21,733 | $4,778+354.9% | $4,049+436.8% | $5,850+271.5% |
| Admin fee / account holder | $3,447 | $12,205-71.8% | $7,497-54.0% | $11,596-70.3% |