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 | $89,999 | $78,422+14.8% | $95,952-6.2% | $79,858+12.7% |
| Participation rate | 84.6% | 73.5%+11.1pp | 77.1%+7.5pp | 69.6%+15.0pp |
| Annual return | 10.56% | 19.37%-8.8pp | 91.61%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $5,394 | $1,945+177.3% | $2,541+112.3% | $2,471+118.3% |
| Participant deferral / active EE | $4,112 | $3,440+19.5% | $4,167-1.3% | $3,740+9.9% |
| Admin fee / account holder | $4,390 | $5,622-21.9% | $6,795-35.4% | $5,306-17.3% |