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 | $98,156 | $124,319-21.0% | $111,297-11.8% | $167,490-41.4% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 15.89% | 37.44%-21.5pp | 54.65%-38.8pp | 478.56%-462.7pp |
| Employer contribution / active EE | $4,790 | $3,435+39.4% | $2,731+75.4% | $4,837-1.0% |
| Participant deferral / active EE | $10,194 | $5,180+96.8% | $4,487+127.2% | $6,341+60.8% |
| Admin fee / account holder | $361 | $10,618-96.6% | $7,964-95.5% | $12,309-97.1% |