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 | $98,672 | $227,553-56.6% | $189,557-47.9% | $167,490-41.1% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.4%+10.4pp | 82.1%+6.8pp |
| Annual return | 14.25% | 78.40%-64.2pp | 64.17%-49.9pp | 478.56%-464.3pp |
| Employer contribution / active EE | $5,004 | $5,316-5.9% | $4,412+13.4% | $4,837+3.4% |
| Participant deferral / active EE | $2,387 | $7,002-65.9% | $6,174-61.3% | $6,341-62.4% |
| Admin fee / account holder | $731 | $11,878-93.8% | $9,807-92.5% | $12,309-94.1% |