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 | $93,909 | $176,812-46.9% | $146,665-36.0% | $167,490-43.9% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 28.12% | 24.03%+4.1pp | 22.74%+5.4pp | 478.56%-450.4pp |
| Employer contribution / active EE | $4,427 | $5,160-14.2% | $4,136+7.0% | $4,837-8.5% |
| Participant deferral / active EE | $9,125 | $6,440+41.7% | $5,506+65.7% | $6,341+43.9% |
| Admin fee / account holder | $9,437 | $13,259-28.8% | $10,280-8.2% | $12,309-23.3% |