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 | $89,890 | $74,888+20.0% | $71,209+26.2% | $142,382-36.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 19.78% | 345.14%-325.4pp | 282.51%-262.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,863 | $2,854+0.3% | $2,721+5.2% | $4,299-33.4% |
| Participant deferral / active EE | $3,256 | $4,454-26.9% | $4,175-22.0% | $6,507-50.0% |
| Admin fee / account holder | $1,756 | $5,568-68.5% | $5,349-67.2% | $12,624-86.1% |