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 | $83,767 | $85,766-2.3% | $136,294-38.5% | $70,131+19.4% |
| Participation rate | 71.2% | 74.2%-3.0pp | 81.9%-10.8pp | 69.5%+1.6pp |
| Annual return | 16.91% | 31.45%-14.5pp | 5155.94%-5139.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $3,376 | $2,966+13.8% | $4,695-28.1% | $2,342+44.1% |
| Participant deferral / active EE | $10,191 | $5,051+101.7% | $6,247+63.1% | $3,332+205.9% |
| Admin fee / account holder | $9,376 | $5,420+73.0% | $9,243+1.4% | $4,645+101.8% |