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 | $88,365 | $90,503-2.4% | $78,689+12.3% | $273,961-67.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 2.18% | 75.60%-73.4pp | 62.18%-60.0pp | 41.45%-39.3pp |
| Employer contribution / active EE | $1,084 | $3,176-65.9% | $2,851-62.0% | $4,869-77.7% |
| Participant deferral / active EE | $6,440 | $3,901+65.1% | $3,517+83.1% | $5,287+21.8% |
| Admin fee / account holder | $6,071 | $5,263+15.4% | $4,510+34.6% | $10,132-40.1% |