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 | $80,926 | $89,355-9.4% | $141,162-42.7% | $72,985+10.9% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 27.37% | 111.85%-84.5pp | 71.39%-44.0pp | 81.00%-53.6pp |
| Employer contribution / active EE | $1,857 | $3,114-40.4% | $4,735-60.8% | $2,440-23.9% |
| Participant deferral / active EE | $5,511 | $5,418+1.7% | $6,709-17.9% | $3,607+52.8% |
| Admin fee / account holder | $1,238 | $5,958-79.2% | $10,261-87.9% | $5,124-75.8% |