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 | $96,068 | $77,419+24.1% | $69,455+38.3% | $152,861-37.2% |
| Participation rate | 91.3% | 78.1%+13.2pp | 74.6%+16.7pp | 82.4%+8.9pp |
| Annual return | 19.16% | 39.06%-19.9pp | 28.97%-9.8pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,179 | $3,315-34.3% | $2,779-21.6% | $4,762-54.2% |
| Participant deferral / active EE | $4,155 | $4,414-5.9% | $3,535+17.5% | $5,850-29.0% |
| Admin fee / account holder | $5,106 | $6,207-17.7% | $3,839+33.0% | $11,596-56.0% |