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 | $82,999 | $101,724-18.4% | $164,813-49.6% | $80,856+2.7% |
| Participation rate | 95.2% | 71.8%+23.4pp | 78.6%+16.6pp | 67.6%+27.6pp |
| Annual return | 14.45% | 16.72%-2.3pp | 69.93%-55.5pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,755 | $2,953+27.1% | $4,341-13.5% | $2,755+36.3% |
| Participant deferral / active EE | $8,817 | $4,477+96.9% | $6,031+46.2% | $4,296+105.2% |
| Admin fee / account holder | $2,745 | $8,227-66.6% | $12,690-78.4% | $6,918-60.3% |