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 | $87,627 | $65,041+34.7% | $90,951-3.7% | $79,858+9.7% |
| Participation rate | 81.1% | 61.6%+19.5pp | 69.0%+12.1pp | 69.6%+11.4pp |
| Annual return | 12.59% | 30.45%-17.9pp | 134.60%-122.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,139 | $1,247-8.6% | $2,122-46.3% | $2,471-53.9% |
| Participant deferral / active EE | $4,378 | $2,512+74.3% | $3,373+29.8% | $3,740+17.1% |
| Admin fee / account holder | $15,747 | $4,536+247.2% | $5,959+164.3% | $5,306+196.8% |