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 | $98,686 | $226,064-56.3% | $182,532-45.9% | $152,861-35.4% |
| Participation rate | 81.3% | 82.5%-1.2pp | 78.0%+3.3pp | 82.4%-1.2pp |
| Annual return | 18.23% | 192.51%-174.3pp | 148.54%-130.3pp | 345.32%-327.1pp |
| Employer contribution / active EE | $6,954 | $4,978+39.7% | $4,076+70.6% | $4,762+46.0% |
| Participant deferral / active EE | $5,239 | $6,368-17.7% | $5,524-5.2% | $5,850-10.5% |
| Admin fee / account holder | $3,032 | $10,703-71.7% | $8,592-64.7% | $11,596-73.9% |