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 | $72,569 | $77,634-6.5% | $156,549-53.6% | $62,891+15.4% |
| Participation rate | 90.0% | 71.2%+18.8pp | 84.0%+6.0pp | 69.3%+20.7pp |
| Annual return | 8.71% | 50.32%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,816 | $3,444-18.2% | $5,501-48.8% | $2,281+23.5% |
| Participant deferral / active EE | $5,243 | $3,045+72.2% | $4,871+7.6% | $3,203+63.7% |
| Admin fee / account holder | $2,803 | $5,561-49.6% | $13,027-78.5% | $4,296-34.7% |