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 | $91,192 | $77,899+17.1% | $149,673-39.1% | $75,163+21.3% |
| Participation rate | 93.8% | 65.6%+28.2pp | 78.8%+15.0pp | 67.2%+26.6pp |
| Annual return | 15.76% | 31.72%-16.0pp | 134.42%-118.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,091 | $3,137-33.3% | $4,818-56.6% | $2,670-21.7% |
| Participant deferral / active EE | $5,802 | $3,411+70.1% | $5,680+2.1% | $4,125+40.6% |
| Admin fee / account holder | $2,912 | $5,956-51.1% | $13,210-78.0% | $5,651-48.5% |