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 | $90,695 | $109,881-17.5% | $150,045-39.6% | $84,808+6.9% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 16.45% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,127 | $3,561+44.0% | $4,693+9.2% | $2,631+94.9% |
| Participant deferral / active EE | $14,125 | $6,636+112.9% | $7,997+76.6% | $4,212+235.4% |
| Admin fee / account holder | $5,819 | $8,568-32.1% | $13,435-56.7% | $7,344-20.8% |