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 | $97,191 | $210,408-53.8% | $153,485-36.7% | $145,922-33.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 13.67% | 13.37%+0.3pp | 15.65%-2.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,757 | $6,048-54.4% | $5,039-45.3% | $4,660-40.8% |
| Participant deferral / active EE | $10,603 | $7,975+32.9% | $6,757+56.9% | $6,688+58.5% |
| Admin fee / account holder | $1,141 | $19,419-94.1% | $12,724-91.0% | $13,397-91.5% |