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 | $88,646 | $54,705+62.0% | $71,209+24.5% | $84,808+4.5% |
| Participation rate | 90.2% | 64.1%+26.2pp | 73.8%+16.5pp | 68.3%+21.9pp |
| Annual return | 16.27% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,586 | $2,158+19.9% | $2,721-4.9% | $2,631-1.7% |
| Participant deferral / active EE | $7,776 | $3,030+156.6% | $4,175+86.2% | $4,212+84.6% |
| Admin fee / account holder | $2,362 | $4,863-51.4% | $5,349-55.8% | $7,344-67.8% |