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 | $92,024 | $157,256-41.5% | $141,162-34.8% | $152,861-39.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 17.18% | 64.32%-47.1pp | 71.39%-54.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $2,807 | $5,261-46.6% | $4,735-40.7% | $4,762-41.1% |
| Participant deferral / active EE | $11,502 | $7,109+61.8% | $6,709+71.4% | $5,850+96.6% |
| Admin fee / account holder | $427 | $12,120-96.5% | $10,261-95.8% | $11,596-96.3% |