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 | $92,899 | $152,587-39.1% | $125,175-25.8% | $152,861-39.2% |
| Participation rate | 90.9% | 83.3%+7.6pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 25.70% | 54.84%-29.1pp | 43.79%-18.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,864 | $4,946-42.1% | $3,865-25.9% | $4,762-39.9% |
| Participant deferral / active EE | $10,141 | $5,868+72.8% | $4,937+105.4% | $5,850+73.3% |
| Admin fee / account holder | $5,924 | $13,434-55.9% | $9,702-38.9% | $11,596-48.9% |