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 | $88,866 | $100,773-11.8% | $88,946-0.1% | $142,382-37.6% |
| Participation rate | 81.0% | 74.3%+6.7pp | 68.8%+12.1pp | 80.1%+0.8pp |
| Annual return | 16.47% | 70.18%-53.7pp | 57.82%-41.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,614 | $2,918-10.4% | $2,555+2.3% | $4,299-39.2% |
| Participant deferral / active EE | $5,966 | $5,230+14.1% | $4,581+30.2% | $6,507-8.3% |
| Admin fee / account holder | $1,634 | $9,693-83.1% | $8,261-80.2% | $12,624-87.1% |