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 | $86,611 | $85,202+1.7% | $172,739-49.9% | $72,985+18.7% |
| Participation rate | 76.9% | 70.1%+6.9pp | 82.6%-5.7pp | 69.5%+7.4pp |
| Annual return | 19.48% | 27.32%-7.8pp | 802.84%-783.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $4,199 | $3,324+26.3% | $5,143-18.4% | $2,440+72.1% |
| Participant deferral / active EE | $6,941 | $3,260+112.9% | $5,198+33.5% | $3,607+92.4% |
| Admin fee / account holder | $9,542 | $5,884+62.2% | $13,954-31.6% | $5,124+86.2% |