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 | $58,633 | $76,050-22.9% | $96,544-39.3% | $71,457-17.9% |
| Participation rate | 74.6% | 74.4%+0.2pp | 76.0%-1.4pp | 67.9%+6.7pp |
| Annual return | 107.98% | 22.81%+85.2pp | 25.84%+82.1pp | 28.85%+79.1pp |
| Employer contribution / active EE | $1,917 | $2,244-14.6% | $2,965-35.3% | $2,588-25.9% |
| Participant deferral / active EE | $9,550 | $4,215+126.6% | $4,851+96.9% | $4,289+122.7% |
| Admin fee / account holder | $725 | $2,707-73.2% | $8,252-91.2% | $1,587-54.3% |