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 | $94,444 | $98,750-4.4% | $149,696-36.9% | $79,858+18.3% |
| Participation rate | 73.5% | 75.8%-2.2pp | 82.5%-8.9pp | 69.6%+3.9pp |
| Annual return | 24.30% | 27.43%-3.1pp | 276.60%-252.3pp | 31.71%-7.4pp |
| Employer contribution / active EE | $1,760 | $3,216-45.3% | $4,644-62.1% | $2,471-28.8% |
| Participant deferral / active EE | $5,005 | $5,680-11.9% | $6,842-26.9% | $3,740+33.8% |
| Admin fee / account holder | $3,047 | $6,053-49.7% | $9,309-67.3% | $5,306-42.6% |