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 | $84,087 | $89,753-6.3% | $107,525-21.8% | $84,808-0.8% |
| Participation rate | 92.1% | 68.1%+24.0pp | 75.1%+17.0pp | 68.3%+23.8pp |
| Annual return | 17.48% | 29.48%-12.0pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,392 | $3,113-23.2% | $3,754-36.3% | $2,631-9.1% |
| Participant deferral / active EE | $4,311 | $4,056+6.3% | $5,116-15.7% | $4,212+2.4% |
| Admin fee / account holder | $1,282 | $7,222-82.3% | $8,919-85.6% | $7,344-82.5% |