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 | $94,272 | $104,974-10.2% | $95,585-1.4% | $142,382-33.8% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.1%+5.7pp | 80.1%-2.3pp |
| Annual return | 13.98% | 210.33%-196.4pp | 38.56%-24.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,992 | $2,779-28.3% | $2,527-21.1% | $4,299-53.7% |
| Participant deferral / active EE | $5,649 | $4,352+29.8% | $4,023+40.4% | $6,507-13.2% |
| Admin fee / account holder | $2,832 | $6,386-55.7% | $6,127-53.8% | $12,624-77.6% |