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 | $92,228 | $85,766+7.5% | $136,294-32.3% | $70,131+31.5% |
| Participation rate | 77.3% | 74.2%+3.1pp | 81.9%-4.6pp | 69.5%+7.7pp |
| Annual return | 19.01% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $2,529 | $2,966-14.7% | $4,695-46.1% | $2,342+8.0% |
| Participant deferral / active EE | $4,149 | $5,051-17.9% | $6,247-33.6% | $3,332+24.5% |
| Admin fee / account holder | $2,010 | $5,420-62.9% | $9,243-78.3% | $4,645-56.7% |