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 7-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 | $99,100 | $77,314+28.2% | $177,989-44.3% | $80,856+22.6% |
| Participation rate | 74.1% | 65.7%+8.4pp | 77.1%-2.9pp | 67.6%+6.5pp |
| Annual return | 13.63% | 18.09%-4.5pp | 294.48%-280.9pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,850 | $2,292+24.3% | $3,949-27.8% | $2,755+3.4% |
| Participant deferral / active EE | $5,513 | $4,411+25.0% | $6,276-12.2% | $4,296+28.3% |
| Admin fee / account holder | $3,148 | $7,191-56.2% | $10,363-69.6% | $6,918-54.5% |