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 | $91,891 | $103,376-11.1% | $87,100+5.5% | $152,861-39.9% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.9%+15.4pp | 82.4%+9.9pp |
| Annual return | 19.83% | 28.10%-8.3pp | 28.19%-8.4pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,060 | $3,220-36.0% | $2,521-18.3% | $4,762-56.7% |
| Participant deferral / active EE | $4,002 | $4,778-16.2% | $4,049-1.2% | $5,850-31.6% |
| Admin fee / account holder | $41,087 | $12,205+236.6% | $7,497+448.1% | $11,596+254.3% |