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 | $101,484 | $89,355+13.6% | $141,162-28.1% | $72,985+39.0% |
| Participation rate | 80.7% | 75.1%+5.6pp | 82.5%-1.7pp | 69.5%+11.2pp |
| Annual return | 27.14% | 111.85%-84.7pp | 71.39%-44.3pp | 81.00%-53.9pp |
| Employer contribution / active EE | $2,455 | $3,114-21.2% | $4,735-48.1% | $2,440+0.6% |
| Participant deferral / active EE | $5,466 | $5,418+0.9% | $6,709-18.5% | $3,607+51.5% |
| Admin fee / account holder | $6,730 | $5,958+13.0% | $10,261-34.4% | $5,124+31.3% |