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 | $93,366 | $48,795+91.3% | $65,493+42.6% | $84,808+10.1% |
| Participation rate | 82.1% | 67.0%+15.1pp | 73.1%+9.0pp | 68.3%+13.7pp |
| Annual return | 15.57% | 20.20%-4.6pp | 982.45%-966.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,092 | $1,930-43.4% | $2,574-57.6% | $2,631-58.5% |
| Participant deferral / active EE | $6,782 | $2,928+131.6% | $3,961+71.2% | $4,212+61.0% |
| Admin fee / account holder | $5,428 | $3,877+40.0% | $5,028+7.9% | $7,344-26.1% |