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 | $98,873 | $124,281-20.4% | $109,143-9.4% | $167,490-41.0% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 16.77% | 26.04%-9.3pp | 25.75%-9.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $2,779 | $4,207-33.9% | $3,722-25.3% | $4,837-42.5% |
| Participant deferral / active EE | $4,664 | $5,255-11.3% | $4,653+0.2% | $6,341-26.5% |
| Admin fee / account holder | $1,940 | $7,970-75.7% | $6,752-71.3% | $12,309-84.2% |