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 | $81,599 | $86,286-5.4% | $111,297-26.7% | $85,850-5.0% |
| Participation rate | 87.8% | 73.3%+14.4pp | 77.3%+10.4pp | 69.3%+18.4pp |
| Annual return | 17.51% | 19.99%-2.5pp | 54.65%-37.1pp | 318.53%-301.0pp |
| Employer contribution / active EE | $2,017 | $2,043-1.3% | $2,731-26.1% | $2,565-21.3% |
| Participant deferral / active EE | $4,390 | $3,641+20.6% | $4,487-2.2% | $3,952+11.1% |
| Admin fee / account holder | $551 | $8,188-93.3% | $7,964-93.1% | $6,260-91.2% |