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 | $88,819 | $123,793-28.3% | $177,821-50.1% | $79,858+11.2% |
| Participation rate | 90.6% | 84.7%+6.0pp | 87.7%+2.9pp | 69.6%+21.0pp |
| Annual return | 19.69% | 22.82%-3.1pp | 48.32%-28.6pp | 31.71%-12.0pp |
| Employer contribution / active EE | $3,058 | $4,095-25.3% | $5,918-48.3% | $2,471+23.8% |
| Participant deferral / active EE | $11,066 | $5,956+85.8% | $7,714+43.4% | $3,740+195.9% |
| Admin fee / account holder | $1,821 | $7,243-74.9% | $12,427-85.3% | $5,306-65.7% |