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 | $88,892 | $162,781-45.4% | $133,956-33.6% | $158,922-44.1% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 17.89% | 41.94%-24.1pp | 45.09%-27.2pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,958 | $4,975-60.6% | $3,919-50.0% | $4,761-58.9% |
| Participant deferral / active EE | $3,565 | $5,911-39.7% | $5,048-29.4% | $5,982-40.4% |
| Admin fee / account holder | $1,341 | $11,736-88.6% | $8,927-85.0% | $11,246-88.1% |