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 | $88,170 | $95,266-7.4% | $82,389+7.0% | $142,382-38.1% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.5%+22.1pp | 80.1%+11.5pp |
| Annual return | 12.34% | 25.74%-13.4pp | 28.67%-16.3pp | 217.08%-204.7pp |
| Employer contribution / active EE | $5,544 | $2,991+85.3% | $2,517+120.3% | $4,299+29.0% |
| Participant deferral / active EE | $6,578 | $4,809+36.8% | $4,155+58.3% | $6,507+1.1% |
| Admin fee / account holder | $2,939 | $8,563-65.7% | $7,231-59.4% | $12,624-76.7% |