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 | $84,610 | $228,332-62.9% | $185,823-54.5% | $158,922-46.8% |
| Participation rate | 86.7% | 82.3%+4.4pp | 78.0%+8.6pp | 82.0%+4.7pp |
| Annual return | 18.50% | 40.80%-22.3pp | 35.95%-17.4pp | 302.83%-284.3pp |
| Employer contribution / active EE | $5,691 | $4,967+14.6% | $4,087+39.2% | $4,761+19.5% |
| Participant deferral / active EE | $14,477 | $6,415+125.7% | $5,632+157.1% | $5,982+142.0% |
| Admin fee / account holder | $11,953 | $11,864+0.8% | $9,500+25.8% | $11,246+6.3% |