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 | $89,407 | $162,781-45.1% | $133,956-33.3% | $158,922-43.7% |
| Participation rate | 73.3% | 83.2%-9.9pp | 79.8%-6.5pp | 82.0%-8.6pp |
| Annual return | 26.66% | 41.94%-15.3pp | 45.09%-18.4pp | 302.83%-276.2pp |
| Employer contribution / active EE | $3,750 | $4,975-24.6% | $3,919-4.3% | $4,761-21.2% |
| Participant deferral / active EE | $11,017 | $5,911+86.4% | $5,048+118.3% | $5,982+84.2% |
| Admin fee / account holder | $5,909 | $11,736-49.7% | $8,927-33.8% | $11,246-47.5% |