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 | $90,753 | $127,386-28.8% | $115,037-21.1% | $125,391-27.6% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | 31.20% | 31.28%-0.1pp | 26.14%+5.1pp | 282.22%-251.0pp |
| Employer contribution / active EE | $1,487 | $5,166-71.2% | $4,608-67.7% | $4,866-69.4% |
| Participant deferral / active EE | $2,353 | $6,423-63.4% | $6,026-61.0% | $5,352-56.0% |
| Admin fee / account holder | $2,021 | $9,516-78.8% | $8,175-75.3% | $9,540-78.8% |