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 | $88,659 | $96,484-8.1% | $75,886+16.8% | $152,861-42.0% |
| Participation rate | 84.6% | 76.2%+8.4pp | 69.3%+15.3pp | 82.4%+2.2pp |
| Annual return | 23.44% | 33.98%-10.5pp | 30.76%-7.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,423 | $3,309-57.0% | $2,500-43.1% | $4,762-70.1% |
| Participant deferral / active EE | $5,368 | $4,553+17.9% | $3,603+49.0% | $5,850-8.2% |
| Admin fee / account holder | $818 | $8,078-89.9% | $5,418-84.9% | $11,596-92.9% |