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 | $83,951 | $89,753-6.5% | $107,525-21.9% | $84,808-1.0% |
| Participation rate | 86.7% | 68.1%+18.6pp | 75.1%+11.6pp | 68.3%+18.4pp |
| Annual return | 15.66% | 29.48%-13.8pp | 181.32%-165.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,923 | $3,113+26.0% | $3,754+4.5% | $2,631+49.1% |
| Participant deferral / active EE | $7,103 | $4,056+75.1% | $5,116+38.8% | $4,212+68.6% |
| Admin fee / account holder | $11,572 | $7,222+60.2% | $8,919+29.8% | $7,344+57.6% |