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 | $87,597 | $100,041-12.4% | $149,718-41.5% | $70,131+24.9% |
| Participation rate | 71.4% | 83.6%-12.2pp | 87.1%-15.6pp | 69.5%+1.9pp |
| Annual return | 23.84% | 27.43%-3.6pp | 1501.63%-1477.8pp | 73.14%-49.3pp |
| Employer contribution / active EE | $3,998 | $3,662+9.2% | $5,445-26.6% | $2,342+70.7% |
| Participant deferral / active EE | $5,272 | $4,983+5.8% | $6,569-19.7% | $3,332+58.2% |
| Admin fee / account holder | $17,254 | $8,286+108.2% | $11,283+52.9% | $4,645+271.4% |