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 | $89,476 | $192,717-53.6% | $142,449-37.2% | $139,434-35.8% |
| Participation rate | 88.9% | 81.5%+7.4pp | 76.8%+12.1pp | 80.3%+8.6pp |
| Annual return | 35.96% | 17.99%+18.0pp | 19.99%+16.0pp | 372.94%-337.0pp |
| Employer contribution / active EE | $2,388 | $5,806-58.9% | $4,847-50.7% | $4,751-49.7% |
| Participant deferral / active EE | $7,995 | $7,208+10.9% | $6,283+27.2% | $6,710+19.1% |
| Admin fee / account holder | $3,163 | $15,124-79.1% | $10,011-68.4% | $11,403-72.3% |