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 | $87,463 | $100,773-13.2% | $88,946-1.7% | $142,382-38.6% |
| Participation rate | 78.9% | 74.3%+4.7pp | 68.8%+10.1pp | 80.1%-1.2pp |
| Annual return | 15.38% | 70.18%-54.8pp | 57.82%-42.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,523 | $2,918+20.7% | $2,555+37.9% | $4,299-18.1% |
| Participant deferral / active EE | $8,112 | $5,230+55.1% | $4,581+77.1% | $6,507+24.7% |
| Admin fee / account holder | $2,823 | $9,693-70.9% | $8,261-65.8% | $12,624-77.6% |