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 | $93,891 | $94,625-0.8% | $116,228-19.2% | $84,808+10.7% |
| Participation rate | 87.2% | 70.4%+16.8pp | 74.6%+12.7pp | 68.3%+18.9pp |
| Annual return | 16.89% | 20.40%-3.5pp | 90.06%-73.2pp | 40.90%-24.0pp |
| Employer contribution / active EE | $6,449 | $2,347+174.8% | $2,994+115.4% | $2,631+145.1% |
| Participant deferral / active EE | $2,431 | $3,972-38.8% | $4,953-50.9% | $4,212-42.3% |
| Admin fee / account holder | $2,490 | $10,091-75.3% | $11,989-79.2% | $7,344-66.1% |