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 | $86,650 | $91,552-5.4% | $133,956-35.3% | $79,858+8.5% |
| Participation rate | 85.3% | 73.3%+11.9pp | 79.8%+5.5pp | 69.6%+15.7pp |
| Annual return | 15.93% | 61.85%-45.9pp | 45.09%-29.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,585 | $2,384-33.5% | $3,919-59.5% | $2,471-35.8% |
| Participant deferral / active EE | $4,225 | $3,733+13.2% | $5,048-16.3% | $3,740+13.0% |
| Admin fee / account holder | $3,328 | $6,321-47.3% | $8,927-62.7% | $5,306-37.3% |