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 | $82,972 | $86,286-3.8% | $111,297-25.5% | $85,850-3.4% |
| Participation rate | 97.4% | 73.3%+24.1pp | 77.3%+20.1pp | 69.3%+28.1pp |
| Annual return | 16.03% | 19.99%-4.0pp | 54.65%-38.6pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,941 | $2,043+43.9% | $2,731+7.7% | $2,565+14.6% |
| Participant deferral / active EE | $6,491 | $3,641+78.3% | $4,487+44.7% | $3,952+64.3% |
| Admin fee / account holder | $1,214 | $8,188-85.2% | $7,964-84.8% | $6,260-80.6% |