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 7-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 | $90,596 | $51,576+75.7% | $129,207-29.9% | $80,856+12.0% |
| Participation rate | 70.6% | 57.0%+13.6pp | 69.6%+1.0pp | 67.6%+3.0pp |
| Annual return | 14.25% | 20.81%-6.6pp | 9417.33%-9403.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,851 | $1,584+80.0% | $4,153-31.3% | $2,755+3.5% |
| Participant deferral / active EE | $5,086 | $2,669+90.6% | $4,168+22.0% | $4,296+18.4% |
| Admin fee / account holder | $2,600 | $4,305-39.6% | $7,715-66.3% | $6,918-62.4% |