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 6-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 | $94,830 | $89,753+5.7% | $107,525-11.8% | $84,808+11.8% |
| Participation rate | 81.3% | 68.1%+13.2pp | 75.1%+6.2pp | 68.3%+12.9pp |
| Annual return | 13.01% | 29.48%-16.5pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,328 | $3,113+6.9% | $3,754-11.3% | $2,631+26.5% |
| Participant deferral / active EE | $6,983 | $4,056+72.2% | $5,116+36.5% | $4,212+65.8% |
| Admin fee / account holder | $6,824 | $7,222-5.5% | $8,919-23.5% | $7,344-7.1% |