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 | $119,886 | $105,126+14.0% | $94,646+26.7% | $139,434-14.0% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 20.74% | 38.03%-17.3pp | 156.71%-136.0pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,655 | $4,106-11.0% | $3,672-0.5% | $4,751-23.1% |
| Participant deferral / active EE | $7,405 | $7,599-2.6% | $7,418-0.2% | $6,710+10.3% |
| Admin fee / account holder | $790 | $8,984-91.2% | $7,231-89.1% | $11,403-93.1% |