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 | $93,859 | $117,841-20.4% | $102,423-8.4% | $145,922-35.7% |
| Participation rate | 82.4% | 78.6%+3.8pp | 76.5%+5.9pp | 80.3%+2.1pp |
| Annual return | 10.61% | 31.65%-21.0pp | 29.32%-18.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,585 | $3,615-28.5% | $3,023-14.5% | $4,660-44.5% |
| Participant deferral / active EE | $4,051 | $5,731-29.3% | $5,053-19.8% | $6,688-39.4% |
| Admin fee / account holder | $1,025 | $13,326-92.3% | $9,451-89.2% | $13,397-92.3% |