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 | $90,485 | $99,032-8.6% | $80,019+13.1% | $135,375-33.2% |
| Participation rate | 94.7% | 78.4%+16.4pp | 75.8%+18.9pp | 82.6%+12.1pp |
| Annual return | -5.28% | 15.39%-20.7pp | 11.22%-16.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,709 | $3,043+21.9% | $2,468+50.3% | $4,779-22.4% |
| Participant deferral / active EE | $2,053 | $4,282-52.0% | $3,686-44.3% | $5,609-63.4% |
| Admin fee / account holder | $508 | $10,436-95.1% | $6,521-92.2% | $10,827-95.3% |