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 | $88,303 | $86,286+2.3% | $111,297-20.7% | $85,850+2.9% |
| Participation rate | 70.0% | 73.3%-3.3pp | 77.3%-7.3pp | 69.3%+0.7pp |
| Annual return | 18.93% | 19.99%-1.1pp | 54.65%-35.7pp | 318.53%-299.6pp |
| Employer contribution / active EE | $822 | $2,043-59.8% | $2,731-69.9% | $2,565-68.0% |
| Participant deferral / active EE | $2,130 | $3,641-41.5% | $4,487-52.5% | $3,952-46.1% |
| Admin fee / account holder | $9,697 | $8,188+18.4% | $7,964+21.8% | $6,260+54.9% |