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 | $80,589 | $91,190-11.6% | $178,490-54.8% | $79,858+0.9% |
| Participation rate | 75.0% | 69.2%+5.8pp | 81.9%-6.9pp | 69.6%+5.4pp |
| Annual return | 30.22% | 24.19%+6.0pp | 151.07%-120.8pp | 31.71%-1.5pp |
| Employer contribution / active EE | $2,001 | $3,256-38.5% | $5,011-60.1% | $2,471-19.0% |
| Participant deferral / active EE | $3,843 | $3,236+18.7% | $5,202-26.1% | $3,740+2.7% |
| Admin fee / account holder | $2,175 | $6,751-67.8% | $13,984-84.4% | $5,306-59.0% |