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 | $89,008 | $90,503-1.7% | $78,689+13.1% | $273,961-67.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.99% | 75.60%-66.6pp | 62.18%-53.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,667 | $3,176-16.0% | $2,851-6.4% | $4,869-45.2% |
| Participant deferral / active EE | $2,425 | $3,901-37.8% | $3,517-31.0% | $5,287-54.1% |
| Admin fee / account holder | $1,954 | $5,263-62.9% | $4,510-56.7% | $10,132-80.7% |