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 | $95,159 | $81,208+17.2% | $98,907-3.8% | $79,858+19.2% |
| Participation rate | 82.0% | 72.5%+9.5pp | 76.0%+6.0pp | 69.6%+12.4pp |
| Annual return | 14.55% | 60.99%-46.4pp | 196.43%-181.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,095 | $1,960-44.1% | $2,689-59.3% | $2,471-55.7% |
| Participant deferral / active EE | $3,468 | $3,265+6.2% | $4,244-18.3% | $3,740-7.3% |
| Admin fee / account holder | $4,667 | $6,013-22.4% | $6,642-29.7% | $5,306-12.0% |