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 | $90,872 | $112,096-18.9% | $95,952-5.3% | $158,922-42.8% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | 22.13% | 171.09%-149.0pp | 91.61%-69.5pp | 302.83%-280.7pp |
| Employer contribution / active EE | $1,131 | $3,198-64.6% | $2,541-55.5% | $4,761-76.2% |
| Participant deferral / active EE | $2,754 | $4,784-42.4% | $4,167-33.9% | $5,982-54.0% |
| Admin fee / account holder | $1,972 | $10,130-80.5% | $6,795-71.0% | $11,246-82.5% |