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 | $112,640 | $159,602-29.4% | $150,045-24.9% | $142,382-20.9% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.3%+8.2pp | 80.1%+10.4pp |
| Annual return | 13.10% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,414 | $4,961+9.1% | $4,693+15.4% | $4,299+25.9% |
| Participant deferral / active EE | $4,391 | $8,310-47.2% | $7,997-45.1% | $6,507-32.5% |
| Admin fee / account holder | $1,983 | $14,846-86.6% | $13,435-85.2% | $12,624-84.3% |