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 | $100,510 | $91,190+10.2% | $178,490-43.7% | $79,858+25.9% |
| Participation rate | 77.8% | 69.2%+8.6pp | 81.9%-4.1pp | 69.6%+8.1pp |
| Annual return | 14.51% | 24.19%-9.7pp | 151.07%-136.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $3,807 | $3,256+16.9% | $5,011-24.0% | $2,471+54.1% |
| Participant deferral / active EE | $7,599 | $3,236+134.8% | $5,202+46.1% | $3,740+103.2% |
| Admin fee / account holder | $3,982 | $6,751-41.0% | $13,984-71.5% | $5,306-25.0% |