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 | $96,483 | $81,208+18.8% | $98,907-2.5% | $79,858+20.8% |
| Participation rate | 75.9% | 72.5%+3.4pp | 76.0%-0.2pp | 69.6%+6.2pp |
| Annual return | 11.04% | 60.99%-50.0pp | 196.43%-185.4pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,149 | $1,960-41.3% | $2,689-57.3% | $2,471-53.5% |
| Participant deferral / active EE | $3,140 | $3,265-3.8% | $4,244-26.0% | $3,740-16.0% |
| Admin fee / account holder | $2,882 | $6,013-52.1% | $6,642-56.6% | $5,306-45.7% |