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 | $92,118 | $91,552+0.6% | $133,956-31.2% | $79,858+15.4% |
| Participation rate | 88.5% | 73.3%+15.1pp | 79.8%+8.6pp | 69.6%+18.8pp |
| Annual return | 22.50% | 61.85%-39.3pp | 45.09%-22.6pp | 31.71%-9.2pp |
| Employer contribution / active EE | $698 | $2,384-70.7% | $3,919-82.2% | $2,471-71.8% |
| Participant deferral / active EE | $2,696 | $3,733-27.8% | $5,048-46.6% | $3,740-27.9% |
| Admin fee / account holder | $3,305 | $6,321-47.7% | $8,927-63.0% | $5,306-37.7% |