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 | $92,760 | $65,365+41.9% | $92,893-0.1% | $72,985+27.1% |
| Participation rate | 89.5% | 68.3%+21.2pp | 76.0%+13.5pp | 69.5%+20.0pp |
| Annual return | 27.48% | 42.10%-14.6pp | 109.41%-81.9pp | 81.00%-53.5pp |
| Employer contribution / active EE | $2,481 | $2,594-4.4% | $3,653-32.1% | $2,440+1.7% |
| Participant deferral / active EE | $5,165 | $3,128+65.1% | $4,236+21.9% | $3,607+43.2% |
| Admin fee / account holder | $468 | $4,251-89.0% | $5,794-91.9% | $5,124-90.9% |