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 | $80,580 | $98,750-18.4% | $149,696-46.2% | $79,858+0.9% |
| Participation rate | 87.2% | 75.8%+11.5pp | 82.5%+4.8pp | 69.6%+17.6pp |
| Annual return | 17.38% | 27.43%-10.0pp | 276.60%-259.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,143 | $3,216-33.4% | $4,644-53.8% | $2,471-13.2% |
| Participant deferral / active EE | $4,515 | $5,680-20.5% | $6,842-34.0% | $3,740+20.7% |
| Admin fee / account holder | $955 | $6,053-84.2% | $9,309-89.7% | $5,306-82.0% |