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 | $96,702 | $89,753+7.7% | $107,525-10.1% | $84,808+14.0% |
| Participation rate | 80.8% | 68.1%+12.7pp | 75.1%+5.7pp | 68.3%+12.5pp |
| Annual return | 16.25% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,484 | $3,113-20.2% | $3,754-33.8% | $2,631-5.6% |
| Participant deferral / active EE | $5,736 | $4,056+41.4% | $5,116+12.1% | $4,212+36.2% |
| Admin fee / account holder | $3,429 | $7,222-52.5% | $8,919-61.6% | $7,344-53.3% |