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 | $90,431 | $103,376-12.5% | $87,100+3.8% | $152,861-40.8% |
| Participation rate | 95.7% | 79.3%+16.3pp | 76.9%+18.8pp | 82.4%+13.2pp |
| Annual return | 24.38% | 28.10%-3.7pp | 28.19%-3.8pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,890 | $3,220-10.3% | $2,521+14.6% | $4,762-39.3% |
| Participant deferral / active EE | $3,430 | $4,778-28.2% | $4,049-15.3% | $5,850-41.4% |
| Admin fee / account holder | $2,019 | $12,205-83.5% | $7,497-73.1% | $11,596-82.6% |