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 | $91,833 | $91,190+0.7% | $178,490-48.6% | $79,858+15.0% |
| Participation rate | 76.3% | 69.2%+7.1pp | 81.9%-5.6pp | 69.6%+6.7pp |
| Annual return | 14.56% | 24.19%-9.6pp | 151.07%-136.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,025 | $3,256-68.5% | $5,011-79.6% | $2,471-58.5% |
| Participant deferral / active EE | $6,171 | $3,236+90.7% | $5,202+18.6% | $3,740+65.0% |
| Admin fee / account holder | $12,194 | $6,751+80.6% | $13,984-12.8% | $5,306+129.8% |