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 | $86,892 | $98,750-12.0% | $149,696-42.0% | $79,858+8.8% |
| Participation rate | 76.3% | 75.8%+0.5pp | 82.5%-6.2pp | 69.6%+6.7pp |
| Annual return | 15.17% | 27.43%-12.3pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,205 | $3,216-31.4% | $4,644-52.5% | $2,471-10.8% |
| Participant deferral / active EE | $4,756 | $5,680-16.3% | $6,842-30.5% | $3,740+27.2% |
| Admin fee / account holder | $5,899 | $6,053-2.5% | $9,309-36.6% | $5,306+11.2% |