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 | $87,624 | $89,355-1.9% | $141,162-37.9% | $72,985+20.1% |
| Participation rate | 90.2% | 75.1%+15.1pp | 82.5%+7.8pp | 69.5%+20.8pp |
| Annual return | 24.52% | 111.85%-87.3pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $4,817 | $3,114+54.7% | $4,735+1.7% | $2,440+97.4% |
| Participant deferral / active EE | $8,151 | $5,418+50.5% | $6,709+21.5% | $3,607+126.0% |
| Admin fee / account holder | $4,677 | $5,958-21.5% | $10,261-54.4% | $5,124-8.7% |