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 | $88,790 | $81,248+9.3% | $155,509-42.9% | $80,856+9.8% |
| Participation rate | 90.5% | 66.2%+24.3pp | 78.2%+12.4pp | 67.6%+22.9pp |
| Annual return | 17.20% | 33.31%-16.1pp | 64.67%-47.5pp | 35.59%-18.4pp |
| Employer contribution / active EE | $5,893 | $3,100+90.1% | $4,672+26.1% | $2,755+113.9% |
| Participant deferral / active EE | $3,785 | $3,452+9.7% | $5,626-32.7% | $4,296-11.9% |
| Admin fee / account holder | $6,637 | $7,997-17.0% | $15,912-58.3% | $6,918-4.1% |