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 | $89,861 | $74,888+20.0% | $71,209+26.2% | $142,382-36.9% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 13.32% | 345.14%-331.8pp | 282.51%-269.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,791 | $2,854-37.2% | $2,721-34.2% | $4,299-58.3% |
| Participant deferral / active EE | $9,285 | $4,454+108.5% | $4,175+122.4% | $6,507+42.7% |
| Admin fee / account holder | $807 | $5,568-85.5% | $5,349-84.9% | $12,624-93.6% |