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 | $95,836 | $105,181-8.9% | $159,436-39.9% | $85,850+11.6% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.8%+0.5pp | 69.3%+14.0pp |
| Annual return | 15.77% | 45.07%-29.3pp | 263.57%-247.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,508 | $3,318-24.4% | $4,829-48.1% | $2,565-2.2% |
| Participant deferral / active EE | $4,758 | $5,945-20.0% | $7,352-35.3% | $3,952+20.4% |
| Admin fee / account holder | $1,046 | $6,933-84.9% | $10,799-90.3% | $6,260-83.3% |