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 | $87,071 | $70,428+23.6% | $96,562-9.8% | $85,850+1.4% |
| Participation rate | 73.7% | 61.8%+11.9pp | 69.8%+3.9pp | 69.3%+4.4pp |
| Annual return | 16.27% | 18.59%-2.3pp | 37.78%-21.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $2,449 | $1,413+73.3% | $2,356+3.9% | $2,565-4.5% |
| Participant deferral / active EE | $6,865 | $2,894+137.2% | $3,849+78.4% | $3,952+73.7% |
| Admin fee / account holder | $521 | $4,997-89.6% | $6,181-91.6% | $6,260-91.7% |