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 | $78,666 | $162,781-51.7% | $133,956-41.3% | $158,922-50.5% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 32.32% | 41.94%-9.6pp | 45.09%-12.8pp | 302.83%-270.5pp |
| Employer contribution / active EE | $5,931 | $4,975+19.2% | $3,919+51.3% | $4,761+24.6% |
| Participant deferral / active EE | $11,229 | $5,911+90.0% | $5,048+122.5% | $5,982+87.7% |
| Admin fee / account holder | $33,499 | $11,736+185.4% | $8,927+275.2% | $11,246+197.9% |