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 | $94,603 | $91,190+3.7% | $178,490-47.0% | $79,858+18.5% |
| Participation rate | 80.3% | 69.2%+11.1pp | 81.9%-1.6pp | 69.6%+10.6pp |
| Annual return | 12.63% | 24.19%-11.6pp | 151.07%-138.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $4,052 | $3,256+24.4% | $5,011-19.1% | $2,471+64.0% |
| Participant deferral / active EE | $4,799 | $3,236+48.3% | $5,202-7.7% | $3,740+28.3% |
| Admin fee / account holder | $3,311 | $6,751-51.0% | $13,984-76.3% | $5,306-37.6% |