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 | $112,700 | $162,781-30.8% | $133,956-15.9% | $158,922-29.1% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 21.20% | 41.94%-20.7pp | 45.09%-23.9pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,938 | $4,975-61.1% | $3,919-50.5% | $4,761-59.3% |
| Participant deferral / active EE | $6,828 | $5,911+15.5% | $5,048+35.3% | $5,982+14.1% |
| Admin fee / account holder | $8,161 | $11,736-30.5% | $8,927-8.6% | $11,246-27.4% |