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 | $110,673 | $183,519-39.7% | $155,509-28.8% | $145,922-24.2% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 20.53% | 61.17%-40.6pp | 64.67%-44.1pp | 561.29%-540.8pp |
| Employer contribution / active EE | $2,689 | $5,313-49.4% | $4,672-42.5% | $4,660-42.3% |
| Participant deferral / active EE | $8,026 | $6,462+24.2% | $5,626+42.6% | $6,688+20.0% |
| Admin fee / account holder | $356 | $19,313-98.2% | $15,912-97.8% | $13,397-97.3% |