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 | $92,234 | $115,708-20.3% | $65,255+41.3% | $139,434-33.9% |
| Participation rate | 81.8% | 67.8%+14.0pp | 65.0%+16.9pp | 80.3%+1.5pp |
| Annual return | 13.21% | 31.19%-18.0pp | 47.35%-34.1pp | 372.94%-359.7pp |
| Employer contribution / active EE | $4,091 | $2,599+57.4% | $1,691+141.9% | $4,751-13.9% |
| Participant deferral / active EE | $2,567 | $4,240-39.4% | $2,831-9.3% | $6,710-61.7% |
| Admin fee / account holder | $20,123 | $6,698+200.4% | $4,112+389.4% | $11,403+76.5% |