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 | $79,371 | $109,359-27.4% | $162,163-51.1% | $72,985+8.7% |
| Participation rate | 85.7% | 84.3%+1.5pp | 87.6%-1.8pp | 69.5%+16.2pp |
| Annual return | 20.92% | 25.46%-4.5pp | 115.59%-94.7pp | 81.00%-60.1pp |
| Employer contribution / active EE | $4,795 | $3,907+22.7% | $5,614-14.6% | $2,440+96.5% |
| Participant deferral / active EE | $9,700 | $5,481+77.0% | $7,298+32.9% | $3,607+168.9% |
| Admin fee / account holder | $5,218 | $7,972-34.5% | $10,843-51.9% | $5,124+1.8% |