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 | $92,955 | $144,119-35.5% | $117,854-21.1% | $147,584-37.0% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 9.05% | 531.15%-522.1pp | 335.08%-326.0pp | 578.55%-569.5pp |
| Employer contribution / active EE | $5,701 | $4,896+16.4% | $3,786+50.6% | $4,876+16.9% |
| Participant deferral / active EE | $3,995 | $5,316-24.9% | $4,482-10.9% | $5,439-26.6% |
| Admin fee / account holder | $7,857 | $10,886-27.8% | $8,020-2.0% | $10,885-27.8% |