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 | $93,900 | $82,978+13.2% | $129,995-27.8% | $71,457+31.4% |
| Participation rate | 74.8% | 74.1%+0.7pp | 78.5%-3.7pp | 67.9%+6.8pp |
| Annual return | 14.81% | 20.60%-5.8pp | -137.18%+152.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $2,184 | $2,622-16.7% | $4,320-49.5% | $2,588-15.6% |
| Participant deferral / active EE | $4,105 | $4,432-7.4% | $5,820-29.5% | $4,289-4.3% |
| Admin fee / account holder | $1,977 | $1,729+14.4% | $10,614-81.4% | $1,587+24.6% |