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 | $86,520 | $83,337+3.8% | $67,834+27.5% | $273,961-68.4% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 9.04% | 259.45%-250.4pp | 138.47%-129.4pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,173 | $3,287-33.9% | $2,403-9.6% | $4,869-55.4% |
| Participant deferral / active EE | $7,238 | $4,088+77.1% | $3,160+129.1% | $5,287+36.9% |
| Admin fee / account holder | $2,940 | $6,752-56.5% | $4,622-36.4% | $10,132-71.0% |