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 | $85,887 | $106,515-19.4% | $96,683-11.2% | $139,434-38.4% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 18.86% | 38.43%-19.6pp | 35.69%-16.8pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,718 | $4,103-33.8% | $3,737-27.3% | $4,751-42.8% |
| Participant deferral / active EE | $10,042 | $5,454+84.1% | $4,878+105.9% | $6,710+49.7% |
| Admin fee / account holder | $3,131 | $7,877-60.2% | $6,730-53.5% | $11,403-72.5% |