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 | $96,717 | $115,882-16.5% | $100,516-3.8% | $158,922-39.1% |
| Participation rate | 83.3% | 81.6%+1.8pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 17.92% | 34.79%-16.9pp | 30.89%-13.0pp | 302.83%-284.9pp |
| Employer contribution / active EE | $4,599 | $4,103+12.1% | $3,418+34.6% | $4,761-3.4% |
| Participant deferral / active EE | $11,245 | $6,674+68.5% | $6,270+79.3% | $5,982+88.0% |
| Admin fee / account holder | $724 | $10,995-93.4% | $8,081-91.0% | $11,246-93.6% |