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 | $92,258 | $94,625-2.5% | $116,228-20.6% | $84,808+8.8% |
| Participation rate | 93.6% | 70.4%+23.2pp | 74.6%+19.1pp | 68.3%+25.3pp |
| Annual return | 15.00% | 20.40%-5.4pp | 90.06%-75.1pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,970 | $2,347-16.0% | $2,994-34.2% | $2,631-25.1% |
| Participant deferral / active EE | $6,112 | $3,972+53.9% | $4,953+23.4% | $4,212+45.1% |
| Admin fee / account holder | $18,008 | $10,091+78.5% | $11,989+50.2% | $7,344+145.2% |