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 | $95,607 | $152,587-37.3% | $125,175-23.6% | $152,861-37.5% |
| Participation rate | 90.5% | 83.3%+7.1pp | 79.8%+10.7pp | 82.4%+8.0pp |
| Annual return | 29.77% | 54.84%-25.1pp | 43.79%-14.0pp | 345.32%-315.5pp |
| Employer contribution / active EE | $3,096 | $4,946-37.4% | $3,865-19.9% | $4,762-35.0% |
| Participant deferral / active EE | $8,985 | $5,868+53.1% | $4,937+82.0% | $5,850+53.6% |
| Admin fee / account holder | $8,721 | $13,434-35.1% | $9,702-10.1% | $11,596-24.8% |