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 | $91,080 | $65,041+40.0% | $90,951+0.1% | $79,858+14.1% |
| Participation rate | 80.8% | 61.6%+19.2pp | 69.0%+11.8pp | 69.6%+11.1pp |
| Annual return | 11.08% | 30.45%-19.4pp | 134.60%-123.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $834 | $1,247-33.1% | $2,122-60.7% | $2,471-66.3% |
| Participant deferral / active EE | $6,873 | $2,512+173.6% | $3,373+103.8% | $3,740+83.8% |
| Admin fee / account holder | $1,493 | $4,536-67.1% | $5,959-75.0% | $5,306-71.9% |