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 | $82,129 | $77,314+6.2% | $177,989-53.9% | $80,856+1.6% |
| Participation rate | 93.8% | 65.7%+28.1pp | 77.1%+16.7pp | 67.6%+26.1pp |
| Annual return | 13.61% | 18.09%-4.5pp | 294.48%-280.9pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,884 | $2,292-17.8% | $3,949-52.3% | $2,755-31.6% |
| Participant deferral / active EE | $4,485 | $4,411+1.7% | $6,276-28.5% | $4,296+4.4% |
| Admin fee / account holder | $1,692 | $7,191-76.5% | $10,363-83.7% | $6,918-75.5% |