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 | $87,400 | $112,096-22.0% | $95,952-8.9% | $158,922-45.0% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 14.92% | 171.09%-156.2pp | 91.61%-76.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,442 | $3,198-23.6% | $2,541-3.9% | $4,761-48.7% |
| Participant deferral / active EE | $4,422 | $4,784-7.6% | $4,167+6.1% | $5,982-26.1% |
| Admin fee / account holder | $973 | $10,130-90.4% | $6,795-85.7% | $11,246-91.4% |