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 | $86,125 | $98,750-12.8% | $149,696-42.5% | $79,858+7.8% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 17.94% | 27.43%-9.5pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,983 | $3,216-38.3% | $4,644-57.3% | $2,471-19.7% |
| Participant deferral / active EE | $5,724 | $5,680+0.8% | $6,842-16.3% | $3,740+53.0% |
| Admin fee / account holder | $2,559 | $6,053-57.7% | $9,309-72.5% | $5,306-51.8% |