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 | $92,083 | $85,766+7.4% | $136,294-32.4% | $70,131+31.3% |
| Participation rate | 76.9% | 74.2%+2.8pp | 81.9%-5.0pp | 69.5%+7.4pp |
| Annual return | 19.59% | 31.45%-11.9pp | 5155.94%-5136.3pp | 73.14%-53.5pp |
| Employer contribution / active EE | $2,087 | $2,966-29.6% | $4,695-55.6% | $2,342-10.9% |
| Participant deferral / active EE | $7,966 | $5,051+57.7% | $6,247+27.5% | $3,332+139.1% |
| Admin fee / account holder | $9,786 | $5,420+80.5% | $9,243+5.9% | $4,645+110.7% |