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 | $95,126 | $127,777-25.6% | $106,548-10.7% | $167,490-43.2% |
| Participation rate | 72.7% | 78.3%-5.5pp | 76.1%-3.4pp | 82.1%-9.4pp |
| Annual return | 15.71% | 33.87%-18.2pp | 26.80%-11.1pp | 478.56%-462.8pp |
| Employer contribution / active EE | $826 | $3,427-75.9% | $2,819-70.7% | $4,837-82.9% |
| Participant deferral / active EE | $5,257 | $5,087+3.3% | $4,398+19.5% | $6,341-17.1% |
| Admin fee / account holder | $690 | $11,228-93.9% | $7,407-90.7% | $12,309-94.4% |