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 | $90,365 | $73,933+22.2% | $96,683-6.5% | $75,163+20.2% |
| Participation rate | 73.0% | 66.4%+6.6pp | 74.3%-1.4pp | 67.2%+5.8pp |
| Annual return | 17.66% | 26.70%-9.0pp | 35.69%-18.0pp | 160.62%-143.0pp |
| Employer contribution / active EE | $8,310 | $2,928+183.8% | $3,737+122.4% | $2,670+211.3% |
| Participant deferral / active EE | $3,557 | $3,659-2.8% | $4,878-27.1% | $4,125-13.8% |
| Admin fee / account holder | $10,622 | $5,216+103.6% | $6,730+57.8% | $5,651+88.0% |