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 8-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 | $83,984 | $91,552-8.3% | $133,956-37.3% | $79,858+5.2% |
| Participation rate | 73.1% | 73.3%-0.3pp | 79.8%-6.8pp | 69.6%+3.4pp |
| Annual return | 11.77% | 61.85%-50.1pp | 45.09%-33.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $3,068 | $2,384+28.7% | $3,919-21.7% | $2,471+24.2% |
| Participant deferral / active EE | $9,004 | $3,733+141.2% | $5,048+78.4% | $3,740+140.7% |
| Admin fee / account holder | $42,011 | $6,321+564.6% | $8,927+370.6% | $5,306+691.7% |