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 | $90,115 | $91,552-1.6% | $133,956-32.7% | $79,858+12.8% |
| Participation rate | 90.3% | 73.3%+17.0pp | 79.8%+10.5pp | 69.6%+20.7pp |
| Annual return | 33.52% | 61.85%-28.3pp | 45.09%-11.6pp | 31.71%+1.8pp |
| Employer contribution / active EE | $2,487 | $2,384+4.4% | $3,919-36.5% | $2,471+0.7% |
| Participant deferral / active EE | $3,948 | $3,733+5.7% | $5,048-21.8% | $3,740+5.6% |
| Admin fee / account holder | $399 | $6,321-93.7% | $8,927-95.5% | $5,306-92.5% |