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 | $89,656 | $84,233+6.4% | $170,442-47.4% | $70,131+27.8% |
| Participation rate | 87.2% | 70.8%+16.4pp | 83.6%+3.6pp | 69.5%+17.7pp |
| Annual return | 21.40% | 23.06%-1.7pp | 205.93%-184.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $2,767 | $3,387-18.3% | $5,433-49.1% | $2,342+18.1% |
| Participant deferral / active EE | $4,579 | $3,086+48.4% | $4,939-7.3% | $3,332+37.4% |
| Admin fee / account holder | $3,027 | $5,698-46.9% | $13,880-78.2% | $4,645-34.8% |