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 | $91,419 | $98,750-7.4% | $149,696-38.9% | $79,858+14.5% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.5%+1.7pp | 69.6%+14.6pp |
| Annual return | 20.78% | 27.43%-6.6pp | 276.60%-255.8pp | 31.71%-10.9pp |
| Employer contribution / active EE | $4,406 | $3,216+37.0% | $4,644-5.1% | $2,471+78.3% |
| Participant deferral / active EE | $10,108 | $5,680+77.9% | $6,842+47.7% | $3,740+170.3% |
| Admin fee / account holder | $5,047 | $6,053-16.6% | $9,309-45.8% | $5,306-4.9% |