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 | $88,424 | $91,552-3.4% | $133,956-34.0% | $79,858+10.7% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.6%+15.0pp |
| Annual return | 10.71% | 61.85%-51.1pp | 45.09%-34.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,243 | $2,384-5.9% | $3,919-42.8% | $2,471-9.2% |
| Participant deferral / active EE | $3,269 | $3,733-12.4% | $5,048-35.2% | $3,740-12.6% |
| Admin fee / account holder | $1,270 | $6,321-79.9% | $8,927-85.8% | $5,306-76.1% |