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 | $94,864 | $98,750-3.9% | $149,696-36.6% | $79,858+18.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.5%-2.5pp | 69.6%+10.4pp |
| Annual return | 14.95% | 27.43%-12.5pp | 276.60%-261.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $3,149 | $3,216-2.1% | $4,644-32.2% | $2,471+27.4% |
| Participant deferral / active EE | $9,157 | $5,680+61.2% | $6,842+33.8% | $3,740+144.8% |
| Admin fee / account holder | $1,213 | $6,053-80.0% | $9,309-87.0% | $5,306-77.1% |