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 | $90,848 | $127,777-28.9% | $106,548-14.7% | $167,490-45.8% |
| Participation rate | 90.0% | 78.3%+11.7pp | 76.1%+13.9pp | 82.1%+7.9pp |
| Annual return | 15.75% | 33.87%-18.1pp | 26.80%-11.1pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,578 | $3,427-54.0% | $2,819-44.0% | $4,837-67.4% |
| Participant deferral / active EE | $5,277 | $5,087+3.7% | $4,398+20.0% | $6,341-16.8% |
| Admin fee / account holder | $673 | $11,228-94.0% | $7,407-90.9% | $12,309-94.5% |