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 | $93,660 | $96,484-2.9% | $75,886+23.4% | $152,861-38.7% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.3%+12.5pp | 82.4%-0.6pp |
| Annual return | 21.76% | 33.98%-12.2pp | 30.76%-9.0pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,555 | $3,309-53.0% | $2,500-37.8% | $4,762-67.4% |
| Participant deferral / active EE | $3,814 | $4,553-16.2% | $3,603+5.8% | $5,850-34.8% |
| Admin fee / account holder | $360 | $8,078-95.5% | $5,418-93.4% | $11,596-96.9% |