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 | $86,206 | $91,552-5.8% | $133,956-35.6% | $79,858+7.9% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.6%+23.5pp |
| Annual return | 13.68% | 61.85%-48.2pp | 45.09%-31.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,245 | $2,384+36.1% | $3,919-17.2% | $2,471+31.3% |
| Participant deferral / active EE | $3,918 | $3,733+4.9% | $5,048-22.4% | $3,740+4.8% |
| Admin fee / account holder | $7,717 | $6,321+22.1% | $8,927-13.6% | $5,306+45.4% |