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 3-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 | $79,877 | $68,547+16.5% | $120,354-33.6% | $80,856-1.2% |
| Participation rate | 89.2% | 61.6%+27.6pp | 71.9%+17.3pp | 67.6%+21.6pp |
| Annual return | 18.66% | 23.60%-4.9pp | 107.15%-88.5pp | 35.59%-16.9pp |
| Employer contribution / active EE | $2,932 | $2,051+43.0% | $3,463-15.3% | $2,755+6.4% |
| Participant deferral / active EE | $5,225 | $3,173+64.6% | $4,991+4.7% | $4,296+21.6% |
| Admin fee / account holder | $2,751 | $5,732-52.0% | $9,423-70.8% | $6,918-60.2% |