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 | $88,805 | $91,190-2.6% | $178,490-50.2% | $79,858+11.2% |
| Participation rate | 94.6% | 69.2%+25.4pp | 81.9%+12.7pp | 69.6%+25.0pp |
| Annual return | 10.93% | 24.19%-13.3pp | 151.07%-140.1pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,985 | $3,256-39.0% | $5,011-60.4% | $2,471-19.7% |
| Participant deferral / active EE | $3,668 | $3,236+13.3% | $5,202-29.5% | $3,740-1.9% |
| Admin fee / account holder | $8,681 | $6,751+28.6% | $13,984-37.9% | $5,306+63.6% |