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 | $93,065 | $85,766+8.5% | $136,294-31.7% | $70,131+32.7% |
| Participation rate | 74.1% | 74.2%0pp | 81.9%-7.8pp | 69.5%+4.6pp |
| Annual return | 16.27% | 31.45%-15.2pp | 5155.94%-5139.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,791 | $2,966-39.6% | $4,695-61.9% | $2,342-23.6% |
| Participant deferral / active EE | $4,807 | $5,051-4.8% | $6,247-23.1% | $3,332+44.3% |
| Admin fee / account holder | $20,025 | $5,420+269.4% | $9,243+116.6% | $4,645+331.1% |