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 | $89,484 | $91,190-1.9% | $178,490-49.9% | $79,858+12.1% |
| Participation rate | 85.3% | 69.2%+16.1pp | 81.9%+3.4pp | 69.6%+15.7pp |
| Annual return | 14.42% | 24.19%-9.8pp | 151.07%-136.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $7,368 | $3,256+126.3% | $5,011+47.0% | $2,471+198.2% |
| Participant deferral / active EE | $6,289 | $3,236+94.3% | $5,202+20.9% | $3,740+68.2% |
| Admin fee / account holder | $1,006 | $6,751-85.1% | $13,984-92.8% | $5,306-81.0% |