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 | $88,756 | $117,841-24.7% | $102,423-13.3% | $145,922-39.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.02% | 31.65%-8.6pp | 29.32%-6.3pp | 561.29%-538.3pp |
| Employer contribution / active EE | $2,512 | $3,615-30.5% | $3,023-16.9% | $4,660-46.1% |
| Participant deferral / active EE | $5,858 | $5,731+2.2% | $5,053+15.9% | $6,688-12.4% |
| Admin fee / account holder | $8,387 | $13,326-37.1% | $9,451-11.3% | $13,397-37.4% |