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 | $83,549 | $98,750-15.4% | $149,696-44.2% | $79,858+4.6% |
| Participation rate | 76.1% | 75.8%+0.3pp | 82.5%-6.4pp | 69.6%+6.5pp |
| Annual return | 25.74% | 27.43%-1.7pp | 276.60%-250.9pp | 31.71%-6.0pp |
| Employer contribution / active EE | $4,643 | $3,216+44.4% | $4,6440% | $2,471+87.9% |
| Participant deferral / active EE | $7,408 | $5,680+30.4% | $6,842+8.3% | $3,740+98.1% |
| Admin fee / account holder | $17,961 | $6,053+196.7% | $9,309+92.9% | $5,306+238.5% |