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 | $85,605 | $112,881-24.2% | $90,951-5.9% | $158,922-46.1% |
| Participation rate | 92.3% | 74.7%+17.6pp | 69.0%+23.3pp | 82.0%+10.3pp |
| Annual return | 6.41% | 215.79%-209.4pp | 134.60%-128.2pp | 302.83%-296.4pp |
| Employer contribution / active EE | $2,019 | $2,893-30.2% | $2,122-4.9% | $4,761-57.6% |
| Participant deferral / active EE | $5,396 | $4,128+30.7% | $3,373+60.0% | $5,982-9.8% |
| Admin fee / account holder | $591 | $8,041-92.6% | $5,959-90.1% | $11,246-94.7% |