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 | $92,087 | $177,572-48.1% | $154,803-40.5% | $142,382-35.3% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 13.13% | 65.07%-51.9pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,355 | $4,810-51.0% | $4,305-45.3% | $4,299-45.2% |
| Participant deferral / active EE | $5,762 | $6,272-8.1% | $5,540+4.0% | $6,507-11.5% |
| Admin fee / account holder | $423 | $16,786-97.5% | $14,329-97.0% | $12,624-96.7% |