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 | $92,600 | $109,881-15.7% | $150,045-38.3% | $84,808+9.2% |
| Participation rate | 95.2% | 76.1%+19.2pp | 82.3%+12.9pp | 68.3%+26.9pp |
| Annual return | 14.52% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,486 | $6,636-17.3% | $7,997-31.4% | $4,212+30.3% |
| Admin fee / account holder | $9,080 | $8,568+6.0% | $13,435-32.4% | $7,344+23.6% |