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 | $89,565 | $137,414-34.8% | $189,513-52.7% | $85,850+4.3% |
| Participation rate | 88.5% | 84.6%+3.8pp | 87.8%+0.7pp | 69.3%+19.1pp |
| Annual return | 15.53% | 38.14%-22.6pp | 555.15%-539.6pp | 318.53%-303.0pp |
| Employer contribution / active EE | $4,035 | $4,344-7.1% | $6,162-34.5% | $2,565+57.3% |
| Participant deferral / active EE | $9,720 | $6,260+55.3% | $8,221+18.2% | $3,952+146.0% |
| Admin fee / account holder | $3,906 | $8,630-54.7% | $12,045-67.6% | $6,260-37.6% |