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 | $91,827 | $111,754-17.8% | $103,333-11.1% | $145,922-37.1% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 13.34% | 24.77%-11.4pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,075 | $4,212-50.7% | $3,868-46.4% | $4,660-55.5% |
| Participant deferral / active EE | $4,832 | $5,619-14.0% | $5,057-4.5% | $6,688-27.8% |
| Admin fee / account holder | $1,726 | $9,750-82.3% | $8,355-79.3% | $13,397-87.1% |