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 | $84,291 | $80,717+4.4% | $154,803-45.5% | $84,808-0.6% |
| Participation rate | 95.3% | 66.8%+28.5pp | 78.1%+17.3pp | 68.3%+27.0pp |
| Annual return | 19.86% | 37.96%-18.1pp | 58.88%-39.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,938 | $2,761+6.4% | $4,305-31.8% | $2,631+11.7% |
| Participant deferral / active EE | $6,574 | $3,303+99.0% | $5,540+18.7% | $4,212+56.1% |
| Admin fee / account holder | $884 | $6,746-86.9% | $14,329-93.8% | $7,344-88.0% |