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 | $92,401 | $109,982-16.0% | $97,226-5.0% | $145,922-36.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 26.88% | 242.90%-216.0pp | 75.13%-48.3pp | 561.29%-534.4pp |
| Employer contribution / active EE | $2,709 | $3,084-12.2% | $2,729-0.7% | $4,660-41.9% |
| Participant deferral / active EE | $3,897 | $4,676-16.7% | $4,264-8.6% | $6,688-41.7% |
| Admin fee / account holder | $928 | $6,221-85.1% | $5,654-83.6% | $13,397-93.1% |