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 | $89,917 | $103,376-13.0% | $87,100+3.2% | $152,861-41.2% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 19.18% | 28.10%-8.9pp | 28.19%-9.0pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,577 | $3,220-20.0% | $2,521+2.2% | $4,762-45.9% |
| Participant deferral / active EE | $5,847 | $4,778+22.4% | $4,049+44.4% | $5,850-0.1% |
| Admin fee / account holder | $432 | $12,205-96.5% | $7,497-94.2% | $11,596-96.3% |