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 | $87,976 | $93,571-6.0% | $135,903-35.3% | $75,163+17.0% |
| Participation rate | 72.0% | 75.2%-3.2pp | 81.9%-9.9pp | 67.2%+4.8pp |
| Annual return | 16.26% | 30.90%-14.6pp | 68.23%-52.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $795 | $3,537-77.5% | $4,856-83.6% | $2,670-70.2% |
| Participant deferral / active EE | $8,685 | $6,404+35.6% | $7,758+11.9% | $4,125+110.5% |
| Admin fee / account holder | $14,127 | $6,975+102.5% | $10,762+31.3% | $5,651+150.0% |