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 | $93,246 | $162,781-42.7% | $133,956-30.4% | $158,922-41.3% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 26.23% | 41.94%-15.7pp | 45.09%-18.9pp | 302.83%-276.6pp |
| Employer contribution / active EE | $2,250 | $4,975-54.8% | $3,919-42.6% | $4,761-52.7% |
| Participant deferral / active EE | $8,789 | $5,911+48.7% | $5,048+74.1% | $5,982+46.9% |
| Admin fee / account holder | $904 | $11,736-92.3% | $8,927-89.9% | $11,246-92.0% |