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 | $88,354 | $71,050+24.4% | $93,606-5.6% | $80,856+9.3% |
| Participation rate | 89.7% | 60.4%+29.2pp | 68.7%+20.9pp | 67.6%+22.0pp |
| Annual return | 12.28% | 11.26%+1.0pp | 133.20%-120.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $4,448 | $1,564+184.4% | $2,420+83.8% | $2,755+61.5% |
| Participant deferral / active EE | $3,998 | $4,034-0.9% | $4,411-9.4% | $4,296-6.9% |
| Admin fee / account holder | $19,629 | $6,945+182.6% | $8,285+136.9% | $6,918+183.7% |