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 | $87,281 | $77,899+12.0% | $149,673-41.7% | $75,163+16.1% |
| Participation rate | 88.5% | 65.6%+22.9pp | 78.8%+9.7pp | 67.2%+21.3pp |
| Annual return | 21.89% | 31.72%-9.8pp | 134.42%-112.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $1,916 | $3,137-38.9% | $4,818-60.2% | $2,670-28.2% |
| Participant deferral / active EE | $4,198 | $3,411+23.1% | $5,680-26.1% | $4,125+1.8% |
| Admin fee / account holder | $1,586 | $5,956-73.4% | $13,210-88.0% | $5,651-71.9% |