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 5-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 | $88,993 | $70,669+25.9% | $169,368-47.5% | $75,163+18.4% |
| Participation rate | 79.3% | 64.8%+14.5pp | 77.1%+2.2pp | 67.2%+12.1pp |
| Annual return | 15.36% | 36.36%-21.0pp | 405.60%-390.2pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,647 | $2,211+19.7% | $4,013-34.0% | $2,670-0.8% |
| Participant deferral / active EE | $4,984 | $4,311+15.6% | $6,221-19.9% | $4,125+20.8% |
| Admin fee / account holder | $1,171 | $5,402-78.3% | $9,003-87.0% | $5,651-79.3% |