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 | $84,831 | $152,587-44.4% | $125,175-32.2% | $152,861-44.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.56% | 54.84%-35.3pp | 43.79%-24.2pp | 345.32%-325.8pp |
| Employer contribution / active EE | $3,826 | $4,946-22.7% | $3,865-1.0% | $4,762-19.7% |
| Participant deferral / active EE | $8,167 | $5,868+39.2% | $4,937+65.4% | $5,850+39.6% |
| Admin fee / account holder | $15,301 | $13,434+13.9% | $9,702+57.7% | $11,596+31.9% |