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 | $88,448 | $91,190-3.0% | $178,490-50.4% | $79,858+10.8% |
| Participation rate | 82.0% | 69.2%+12.8pp | 81.9%0pp | 69.6%+12.3pp |
| Annual return | 17.89% | 24.19%-6.3pp | 151.07%-133.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,322 | $3,256-28.7% | $5,011-53.7% | $2,471-6.0% |
| Participant deferral / active EE | $4,930 | $3,236+52.3% | $5,202-5.2% | $3,740+31.8% |
| Admin fee / account holder | $1,166 | $6,751-82.7% | $13,984-91.7% | $5,306-78.0% |