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 | $88,972 | $78,422+13.5% | $95,952-7.3% | $79,858+11.4% |
| Participation rate | 92.6% | 73.5%+19.1pp | 77.1%+15.5pp | 69.6%+23.0pp |
| Annual return | 21.42% | 19.37%+2.0pp | 91.61%-70.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $2,249 | $1,945+15.6% | $2,541-11.5% | $2,471-9.0% |
| Participant deferral / active EE | $6,148 | $3,440+78.7% | $4,167+47.5% | $3,740+64.4% |
| Admin fee / account holder | $4,987 | $5,622-11.3% | $6,795-26.6% | $5,306-6.0% |