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 | $81,005 | $89,753-9.7% | $107,525-24.7% | $84,808-4.5% |
| Participation rate | 83.3% | 68.1%+15.3pp | 75.1%+8.3pp | 68.3%+15.0pp |
| Annual return | 15.65% | 29.48%-13.8pp | 181.32%-165.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,886 | $3,113-7.3% | $3,754-23.1% | $2,631+9.7% |
| Participant deferral / active EE | $7,305 | $4,056+80.1% | $5,116+42.8% | $4,212+73.4% |
| Admin fee / account holder | $7,593 | $7,222+5.1% | $8,919-14.9% | $7,344+3.4% |