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 | $86,700 | $106,515-18.6% | $96,683-10.3% | $139,434-37.8% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.3%+9.9pp | 80.3%+3.9pp |
| Annual return | 19.78% | 38.43%-18.6pp | 35.69%-15.9pp | 372.94%-353.2pp |
| Employer contribution / active EE | $3,482 | $4,103-15.1% | $3,737-6.8% | $4,751-26.7% |
| Participant deferral / active EE | $7,981 | $5,454+46.3% | $4,878+63.6% | $6,710+18.9% |
| Admin fee / account holder | $988 | $7,877-87.5% | $6,730-85.3% | $11,403-91.3% |