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 | $96,368 | $98,240-1.9% | $82,313+17.1% | $147,584-34.7% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 21.30% | 30.85%-9.6pp | 25.88%-4.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $2,576 | $3,192-19.3% | $2,428+6.1% | $4,876-47.2% |
| Participant deferral / active EE | $4,406 | $4,383+0.5% | $3,706+18.9% | $5,439-19.0% |
| Admin fee / account holder | $5,908 | $8,563-31.0% | $5,608+5.4% | $10,885-45.7% |