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 | $76,273 | $98,750-22.8% | $149,696-49.0% | $79,858-4.5% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 13.37% | 27.43%-14.1pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $3,707 | $3,216+15.3% | $4,644-20.2% | $2,471+50.0% |
| Participant deferral / active EE | $8,121 | $5,680+43.0% | $6,842+18.7% | $3,740+117.1% |
| Admin fee / account holder | $2,476 | $6,053-59.1% | $9,309-73.4% | $5,306-53.3% |