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 | $88,803 | $102,616-13.5% | $81,983+8.3% | $158,922-44.1% |
| Participation rate | 82.4% | 75.5%+6.8pp | 69.2%+13.1pp | 82.0%+0.4pp |
| Annual return | 10.97% | 61.04%-50.1pp | 41.31%-30.3pp | 302.83%-291.9pp |
| Employer contribution / active EE | $3,407 | $3,240+5.2% | $2,498+36.4% | $4,761-28.4% |
| Participant deferral / active EE | $4,153 | $4,648-10.6% | $3,722+11.6% | $5,982-30.6% |
| Admin fee / account holder | $840 | $8,235-89.8% | $5,664-85.2% | $11,246-92.5% |