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 | $97,437 | $197,591-50.7% | $177,821-45.2% | $158,922-38.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 8.06% | 58.76%-50.7pp | 48.32%-40.3pp | 302.83%-294.8pp |
| Employer contribution / active EE | $4,510 | $6,697-32.7% | $5,918-23.8% | $4,761-5.3% |
| Participant deferral / active EE | $9,036 | $8,405+7.5% | $7,714+17.1% | $5,982+51.0% |
| Admin fee / account holder | $650 | $15,399-95.8% | $12,427-94.8% | $11,246-94.2% |