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 | $93,246 | $98,750-5.6% | $149,696-37.7% | $79,858+16.8% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+27.0pp |
| Annual return | 19.65% | 27.43%-7.8pp | 276.60%-257.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $4,508 | $3,216+40.1% | $4,644-2.9% | $2,471+82.4% |
| Participant deferral / active EE | $11,210 | $5,680+97.4% | $6,842+63.9% | $3,740+199.7% |
| Admin fee / account holder | $3,321 | $6,053-45.1% | $9,309-64.3% | $5,306-37.4% |