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 | $81,624 | $89,355-8.7% | $141,162-42.2% | $72,985+11.8% |
| Participation rate | 88.7% | 75.1%+13.6pp | 82.5%+6.3pp | 69.5%+19.2pp |
| Annual return | 23.28% | 111.85%-88.6pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,837 | $3,114-8.9% | $4,735-40.1% | $2,440+16.3% |
| Participant deferral / active EE | $7,362 | $5,418+35.9% | $6,709+9.7% | $3,607+104.1% |
| Admin fee / account holder | $4,351 | $5,958-27.0% | $10,261-57.6% | $5,124-15.1% |