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 | $88,163 | $70,428+25.2% | $96,562-8.7% | $85,850+2.7% |
| Participation rate | 93.5% | 61.8%+31.7pp | 69.8%+23.7pp | 69.3%+24.2pp |
| Annual return | 13.44% | 18.59%-5.1pp | 37.78%-24.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,500 | $1,413+6.2% | $2,356-36.3% | $2,565-41.5% |
| Participant deferral / active EE | $5,483 | $2,894+89.5% | $3,849+42.5% | $3,952+38.8% |
| Admin fee / account holder | $25,312 | $4,997+406.6% | $6,181+309.5% | $6,260+304.4% |