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 | $87,297 | $86,286+1.2% | $111,297-21.6% | $85,850+1.7% |
| Participation rate | 88.9% | 73.3%+15.6pp | 77.3%+11.6pp | 69.3%+19.6pp |
| Annual return | 15.52% | 19.99%-4.5pp | 54.65%-39.1pp | 318.53%-303.0pp |
| Employer contribution / active EE | $3,023 | $2,043+47.9% | $2,731+10.7% | $2,565+17.8% |
| Participant deferral / active EE | $5,166 | $3,641+41.9% | $4,487+15.1% | $3,952+30.7% |
| Admin fee / account holder | $2,886 | $8,188-64.8% | $7,964-63.8% | $6,260-53.9% |