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 | $85,827 | $90,503-5.2% | $78,689+9.1% | $273,961-68.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.19% | 75.60%-68.4pp | 62.18%-55.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,866 | $3,176-9.8% | $2,851+0.5% | $4,869-41.1% |
| Participant deferral / active EE | $6,068 | $3,901+55.5% | $3,517+72.5% | $5,287+14.8% |
| Admin fee / account holder | $586 | $5,263-88.9% | $4,510-87.0% | $10,132-94.2% |