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 | $88,084 | $48,795+80.5% | $65,493+34.5% | $84,808+3.9% |
| Participation rate | 74.6% | 67.0%+7.6pp | 73.1%+1.5pp | 68.3%+6.3pp |
| Annual return | 19.09% | 20.20%-1.1pp | 982.45%-963.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,432 | $1,930+26.0% | $2,574-5.5% | $2,631-7.6% |
| Participant deferral / active EE | $5,158 | $2,928+76.1% | $3,961+30.2% | $4,212+22.5% |
| Admin fee / account holder | $7,563 | $3,877+95.1% | $5,028+50.4% | $7,344+3.0% |